imperia Relationship Manager || HNI Client @ Fortune Personnel

Job Description

Roles and Responsibilities

- Managing the High-Net-Worth customers of the Bank. Portfolio Management, HNI Client Handling.

- 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 Advice.

- Sales targets spread across Liabilities, Retail Assets, Business Banking, TPP 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

- Any Graduate/Postgraduate/ Professional Degree with Minimum 4 years of work experience in Retail Branch Banking

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

- Good Relationship Management & service focus Skills.

- Good Communication, Presentation, Interpersonal & Influential Skills.

- Knowledge of liability products, third party products like Mutual Fund, Insurance.

If Interested - Share updated resume at Sh************g@fo******s.com

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