IDFC First Bank

2 weeks ago

Anand, Gujarat, India Acura Solution Full time ₹ 1,00,00,000 - ₹ 2,00,00,000 per year


Job Description:

JOB Description:
Principal Responsibilities:

  • A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
  • The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
  • It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.
  • Acting as an interface between the bank and its HNI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.
  • Designing Portfolio for investments on the basis of risk profile of customers using various applications
  • To Enhance & Retain customer profitability by capturing larger share of Wallet
  • Ensuring compliance and control in sales and service.
  • Deepen the relationship by Cross selling Banks Products.
  • Servicing of High Net Worth customers

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