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Relationship Manager Retail Wealth

Full time @AV Global Advisory Services posted 2 months ago in Banking
  • Post Date : 16/09/2024
  • Salary: Rs1000000 - Rs1500000 / Yearly
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Job Detail

  • Salary Yearly
  • Career Level Manager
  • Experience 4 - 6 Years
  • Gender Any
  • Qualifications UG
  • Location
    Bangalore.

Job Description

Client– Banking

Role- Relationship Manager Retail Wealth

Experience– 4-6 years of relevant experience of  Client Acquisition or in Wealth in current role.

 

Job Description:

  • Managing key clients/high end customers & adding these clients to his/her existing portfolio for future cross sell.
  • Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.
  • Providing financial advice related to investments, insurance, simple banking transactions.
  • Building client rapport with corporate sector/NR clients.
  • Delivering the target number with quality & customer delight.
  • Should have handled NRI portfolio.

Interested candidates can share profiles to jobs@avglobaladvisory.com.

Required skills

High Net Worth HNI Non Resident NR NRI Preferred RM Wealth
 
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