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Urgently required Elite Relationship Manager for a reputed Bank

Fresher   Navi Mumbai, Mumbai CityMumbai City, Thane   04 Jun, 2026
Acura Solutions
Job LocationNavi Mumbai, Mumbai CityMumbai City, Thane
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

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 includes 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
    • Acquisation for Current and Saving account
    Interested candidates can share their cvs at hidden_mobile/ hidden_mobile or mail at hidden_email

Keyskills :
hni client handlingsalessaving account

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