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Hiring For Relationship Manager(Wealth Management) with Prominent Bank

Zoek Pin New Delhi, Delhi

Permanent (Full time)

Posted 36 days ago

Roles and Responsibilities Job Description:- 1. Responsible for managing a set of existing portfolio and achieving assigned targets. 2. Responsible for acquiring NTB customers and generating reference business from existing clients. 3. Enhancing the revenue from existing portfolios by providing apt banking solutions. 4. Monitoring client's portfolio performance, conducting periodic profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels. 5. Arranging Campaigning activities with the sales team. 6. Responsible for following the process of Audit, compliances and regulatory policies of the bank. 7. Profiling of customers and maintaining secrecy on the same. 8. Responsible for maintaining good synergies with other bank channels. 9. Relationship Management for HNI clients & their Retail banking needs, need analysis, requirement analysis

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