Portfolio Wealth Relationship Manager (Deputy Manager)

Waytogo Consultants Pvt Ltd

HNI Relationship Manager is primarily responsible for providing financial solutions to the HNI customers and ensuring value added services.

Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.

Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products.

Increasing customer engagement through other non-investment products like Forex, Remittances, Loans, etc. to the new and existing customers.

Ensuring that the customers are sufficiently educated/ leveraged on the best financial solutions.

• Experience

  2 - 7 Years

• No. of Openings

  10

• Education

  Any Bachelor Degree

• Role

  Portfolio Wealth Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office