Relationship Manager – Wealth Management – Bank (3-15 yrs) Mumbai (BFSI Sales/Marketing)

Job title: Relationship Manager – Wealth Management – Bank (3-15 yrs) Mumbai (BFSI Sales/Marketing)


Job description: We have opportunity with one of the private bank for Relationship Manager (Wealth) for Pan Mumbai.Experience- Minimum 3 Year in BankingCTC- As per company normsJob Description– Handling a portfolio of HNI or UHNI clients- Monitor and address HNI clients banking and Investment requirements- Building and maintaining long term relationships, deepening relationship (growing relationship value) and growing revenues- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment – Identify current and potential relationship with additional revenue potential and grow business- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.- Increase CASA balance in allocated portfolio either through Deepening or Acquisition- Financial Planning and Investment Advisory to HNI clients- Regular contact with all mapped clients through weekly / monthly calls- Resolution of queries of all mapped clients within TAT specifiedInterested candidate can share their resume on below mentioned mail id.Sushmita Bisht (

Expected salary:

Location: Mumbai, Maharashtra

Job date: Thu, 30 Apr 2020 03:44:02 GMT

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