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Need now Priority RM for Leading_ Private Bank

3.00 to 5.00 Years   Mumbai City   24 Jul, 2023
Acura Solutions
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Priority RM for Leading Private Bank
    • Job Description- The Priority Relationship Manager focuses on client relationship handling. This includes: getting clients and giving financial advice. Advise wealthy clients on their personal financial needs and goals by suggesting suitable financial packages, and handle questions and orders on their banking and finances.Responsibilities - 1.A Priority Relationship Manager is primarily responsible for providing financial solutions to the Priority customers and ensuring value added services. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. 3. Responsible for deepening the existing relationships by cross selling of Banks products and Services/ third party investment products. 4. Increasing customer engagement through other non-investment products like Forex, Remittances, Loans, etc. to the new and existing customers. 5. Ensuring that the customers are sufficiently educated/ leveraged on the best financial solutions.

Keyskills :
wealth managerpriority relationship manager

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