Branch Manager|For Leading Pvt Bank|
- Category: Bank Jobs
- Location: Gurgaon, Haryana
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 24K to 28K
- Published on: 2025/09/21
Job Description: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory
Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales,
transaction maintenance.
It also includes use of Wealth management Application actively for designing product suitability
matrix, financial planning for the customers enrolled under Wealth management. Acting as an interface between the bank and its HNI customers to provide complete Banking
Solutions, Portfolio Management, Wealth Management and customer servicing.
Designing Portfolio for investments on the basis of risk profile of customers using various
applications
To Enhance amp; Retain customer profitability by capturing larger share of Wallet
Ensuring compliance and control in sales and service.
Deepen the relationship by Cross selling Banks Products.
Servicing of High Net Worth customers
This job is provided by Shine.com
Related jobs
-
Merchant Acquisition Role | eCommerce Segment | Bank |3|11 yrs|
- Onboarding new merchants for the purpose of giving loans to the retailers & consumers. - Segment and profile retailers for onboarding under customized credit offerings. - Identify and build alliance with multiple NBFC and Banks to enable lendin...
-
Financial Control Associate
Our people work differently depending on their jobs and needs. From , we have plenty of options that help our people to thrive. This role is based in India and as such all normal working days must be carried out in India. Join us as a Financial Contr...
-
Project Manager| VP
Our people work differently depending on their jobs and needs. From , we have plenty of options that help our people to thrive. This role is based in India and as such all normal working days must be carried out in India. Join us as a Project Manager...