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RM_Wealth Management

RM_Wealth Management

ConfidentialMohali, Chandigarh
30+ days ago
Job description

Job Profile : Relationship Manager

Relationship Management :

  • Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment.

Generating Incremental Business

  • Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition

    • Investment Advisory

  • Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

    • Skills Required

    Financial Analysis, Portfolio Management, investment strategies, Risk Assessment, Client Relationship, Market Research

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    Management • Mohali, Chandigarh

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