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Branch Relationship Manager

2.00 to 7.00 Years   Mumbai City   16 Apr, 2020
Acura Solutions
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

  • Hope you are doing well!As regrading an opportunity at Leading Bank For Branch Relationship Manager
Job Profile: This isJD,You can refer the same to understand requirement.
  • A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
  • Experience in Acquisition of Current and Savings account is needed.
  • 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
Feel free to reach out to me over email in case of any clarifications. My coordinates are provided in the signature below. References are Appreciated -- Satyam Jha ACURA SOLUTIONS Mulund | Borivali Mulund West, Mumbai-400080 satyam.acura@gmail.com www.acurasolution.com

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