Relationship Manager Wealth

2.00 to 7.00 Years Ahmedabad 12 Feb, 2024

Job Location	Ahmedabad
Education	Not Mentioned
Salary	Rs 4.0 - 9 Lakh/Yr
Industry	BFSI
Functional Area	Investment Banking / M&ASales / BD
EmploymentType	Full-time

Job Description

Manage a portfolio of High Net worth Individual (HNI) clients, understanding their financial goals and offering tailored solutions
Promote and sell banking products like CASA, insurance, mutual funds, fixed deposits, loans, etc., to generate revenue for the bank
Collaborate with clients to develop comprehensive financial plans aligned with their objectives
Provide excellent service to ensure high client satisfaction and retention

Work Experience: 1 to 5 Years in the Core Retail Liability Banking Sales/ Investment or Broking domain
Proven track record of meeting sales targets and generating revenue
Strong sales and communication skills
Knowledge of banking products and financial planning concepts

Keyskills :
salesclientmanagementmarketingrelationshipcorporateportfoliobankingdevelopmentbusinesssellinghnicrossbankfinancial

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Relationship Manager Wealth

Job Description

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