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Rekrut India
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AVP - RM (Portfolio Management) - Bangalore - Banking 25Lacs

AVP - RM (Portfolio Management) - Bangalore - Banking 25Lacs

Rekrut India

10 - 20 years

15 - 25 Lacs

Bengaluru

Posted:1 day ago| Platform:

Apply

Skills Required

wealth private wealth retail banking hni casa nri mutual fund liability alternate investment Portfolio investment advisory bank structured product private banking Liabilities imperia Asset Management Financial Planning investment counsellor branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dear Candidate,

Leading Banks hiring for Relationship Manager Wealth Management (Individual role)

Location:

CTC

Designation:

Grade:Senior Manager or AVP

Job Profile:

The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling.
The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements.
The position entails client management and acquisition with a key focus on expanding the Asset under Management.
Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs.
The centre of all client engagements will be to ensure superior customer experience
Advise clients on investment options including Portfolio Management Services (PMS),
Mutual Funds, Alternative Investment Funds (AIFs), and insurance products,
Responsible for acquisition of new to bank Client

How

EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or)

Call me back to 9361184170

Thanks & Regards,

Selvi Sai

Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring

m +91-9361184170 |

e

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