Platinum Rm

**Designation**:Platinum RM / ERM

**Department**:Retail Liabilities

**Reporting**: Branch Manager Retail Liabilities

**Job Role**:

- Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
- Cross sells existing bank products to customers.
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Plans and conducts special sales initiatives and events for prospective and existing clients.
- Coordinates with other group companies to provide seamless access to other products.
- Maintains complete relationship record for assigned customer accounts.
- Tracks customer complaints/queries and turnaround times for customer satisfaction

**Requirement**:

- **Min 4 Years Portfolio management exp in pvt bank in similar role (imperia RM - HDFC, Burgundy RM Axis, Sr PB - ICICI )**:

- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
- Understanding of MF and Insurance an added advantage Customer orientation.
- High energy and drive.
- Go getter attitude.
- Self motivated with a passion to achieve.

**Salary**: Up to ₹1,150,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Application Question(s):

- How many years of experience do you have in Wealth Management ?
- What is your current CTC ?