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Relationship Manager - RMPA

2.00 to 3.00 Years   Bangalore   07 Nov, 2023
Umind Consulting
Job LocationBangalore
EducationNot Mentioned
SalaryRs 4.0 - 5 Lakh/Yr
IndustryBanking
Functional AreaPre-Sales
EmploymentTypeFull-time

Job Description

    Relationship Manager - RMPAYou will be responsible for managing and growing a portfolio of high-value clients within the bank. Your role will be to understand the financial needs and goals of your clients and provide them with tailored solutions, investment advice, and exceptional customer service.Develop and maintain strong, trust-based relationships with high-net-worth clients and understand their financial objectives. Assess the financial situation of clients, including assets, liabilities, and goals, and create customized financial plans to help clients achieve their objectives. Provide investment and wealth management advice, recommending suitable financial products, such as investment portfolios, insurance, and other wealth management solutions. Oversee and manage the accounts of priority clients, ensuring proper documentation and compliance with banking regulations.For further details kindly contact :93hidden_mobile2hidden_email

Keyskills :
client relationship managementsales

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