RM_Wealth ManagementConfidential • Mohali, Chandigarh
RM_Wealth Management
Confidential • Mohali, Chandigarh
30+ days ago
Job descriptionSales 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 Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance
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
Investment Advisory
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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