IDFC Bank/ Branch Relationship Manager / Mumbai

Location

Navi Mumbai | India

Job description

Principal Responsibilities:

• 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 & 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

HNI,HNI Acquisition

Designation: IDFC Bank/ Branch Relationship Manager / Mumbai

Vacancies: 5

Experience: 4.0 Year(s) - 10.0 Year(s)

Job tags

Salary

Rs 5 - 8 lakhs p.a.