Relationship Manager First Wealth
Planet Solutions · Patiala · onsite · Posted 70d ago
₹5.0L - ₹13.0L PA4–9 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
An RM - FW manages the financial portfolios of High Net Worth (HNI) clients. The role focuses on deepening customer relationships by offering premium wealth management, investment advisory, portfolio management, and comprehensive banking solutions
FW-RM
5 to 13 LPA
Age- 33 only
Exp:-4+ Yrs
2+ yrs RM
Regards
Ananya Dash
[phone removed]
Required Candidate profile
Roles- Portfolio Management, Cross-selling, Customer Acquisition, ComplianceFW-RM
5 to 13 LPA
Age- 33 only
Exp:-4+ Yrs
2+ yrs RM
Regards
Ananya Dash
[phone removed]
Sourced from naukri
Skills
Branch BankingRetail LiabilitiesMutual FundsPortfolio ManagementTPPRelationship ManagerWealth ManagementCASAHNI AcquisitionHNI Client Handling
About Planet Solutions
Planet Solutions
11-50
employees
2004
22 years old
Bhubaneswar, Odisha
India
₹2.2L PA avg
Avg at Planet Solutions
₹5L – ₹13L PA
This role
About
Kotak Mahindra Bank is one of India’s leading private sector banks, offering a wide range of financial services including retail banking, corporate banking, wealth management, and investment banking, with a strong focus on solutions and innovation.
Employee ratings
10 reviews
4.1/ 5
Culture
4.1
Career growth
3.4
Work-life
4.4
Employees rate it well for
Work-Life Balance44Company Culture41
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