Relationship Manager Wealth @ SkillLabs

Job Description

Managing the High Net Worth customers of the Bank

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

- Profiling Customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the High Net Worth customers

- Providing financial planning & Investment Advise

- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.

- One point contact for all requirements of High Net Worth customers in the Branch

- Acquisition & Servicing of High Net Worth customers

Desired Candidate Profile:

- Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.

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Keyskills:   hni client handling portfolio managers relationship manager wealth manager