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Job ID : JO00189

Relationship Manager- Wealth

  • Mumbai
  • 7 months ago
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Job Description

Job Requirements:
• Excellent written and oral communication skills
• Strong Organizational Skills
• Strong Communication and Interpersonal Skills
• Experience in investment/financial services
• Team player and Collaboration skills
• Relationship Management Skills

Job Responsibilities:
• Identify customer needs and provide them with right financial planning assistance and
   asset allocation with the help of our Investment Advisory services.
• Build and deepen relationships with existing HNI Customers to achieve increase in
  share of wallet.
• Acquire New Clients for the firm and also develop new territories.
• Be able to work with colleagues of other divisions of the bank to Cross Sell products and
  services to clients.
• Adhere to all company processes and policies, and carry the brand through
  developed functional and behavioural skills.
• Deliver Sales Targets.


Job Requirement


Additional Information

Job Type : Full Time
Experience : 5 - 10 years
Location : Mumbai, India
Qualification : + Any/CA/MBA/MBA
Job ID : JO00189

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