Relationship Manager - Wealth - Bengaluru - Prestige Corniche - JM
Tata Mutual Fund Bangalore
Job Description
Job Description
11100
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.
- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
- Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients
- Profiling Customers and provide financial products to meet customer needs
- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
- To Enhance & Retain customer profitability by capturing larger share of Wallet
- Ensure profitability of the portfolio: Generate high Income per Customer
- Acquire new customers who meet product criteria through cross-refer
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
Kotak Mahindra Bank LimitedBangalore
Job Description
As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs...
HDFCBangalore
Job Description
Job Title:
Preferred Relationship Manager
Role Objective:
Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship...
Axis BankBangalore
Job Description
About the Role:
Relationship Managers (RM) are a part of the Bank's sales force whose primary responsibility is to get
customers for the bank and explore new business opportunities. RMs manage a team of executives responsible...