RM (Portfolio Manager / Management): Leading Bank : Mumbai

2 - 7 Years
Mumbai, Navi Mumbai, Mumbai Suburbs

Job Description

Dear Candidate, 

Urgent Opening for Wealth/ Portfolio Manager role. 

Designation : Branch Relationship Manager
CTC : Upto 7 Lacs 
Location : Mumbai

Job Responsibilities: 
1. Managing the High Net Worth customers of the Bank 
2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. 
3. Profiling Customers and provide financial products to meet customer needs 
4. Ensuring the highest levels of service to the High Net Worth customers 
5. Providing Financial planning & Investment Advise 
6. Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. 
7. One point contact for all requirements of High Net Worth customers in the Branch 
8. Acquisition & Servicing of High Net Worth customers. 

Interested candidate revert back with updated resume on qcnaukri1@gmail.com

Any query can call Shrutika : 022-40697708 / 9137236763

Salary: INR 5,00,000 - 7,00,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Wealth Manager


Desired Candidate Profile

Please refer to the Job description above

Company Profile

Quotient Consultancy

Quotient Consultancy
View Contact Details+

Recruiter Name:Shrutika

Contact Company:Quotient Consultancy


Email :qcnaukri1@gmail.com

Send a Query

Please provide your email address

Please enter your query

Supported Formats: doc, docx, rtf, pdf Max file size: 2MB

Please agree to the terms and conditions to continue.