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Branch relationship manager

5.00 to 10.00 Years   Pune   30 Mar, 2023
Acura Solutions
Job LocationPune
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Branch Relationship ManagerA Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offeringPortfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transactionmaintenance. It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning forthe customers enrolled under Wealth management. Acting as an interface between the bank and its HNI customers to provide completeBanking Solutions, Portfolio Management, Wealth Management and customer servicing.

Keyskills :
brmrelationship managerwealth rmhni rm

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