Opportunity for Branch Relationship Manager for a Reputed Private Bank.

3 - 6 years

0 Lacs

Posted:6 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Profile: Branch Relationship Manager (Liabilities)  (HNI)

CASA Acquisition 

Retail Branch banking

Portfolio Management & HNI Profile.

A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services

  1. The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
  2. It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.

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