Relationship Manager First Wealth
Planet Solutions · Jalandhar · onsite · Posted 35d ago
₹5.0L - ₹13.0L PA5–9 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
RM – First Wealth (FW):
Manage HNI/UHNI clients, acquire new customers, grow AUM and CASA, provide wealth solutions, cross-sell banking and investment products, strengthen relationships, and achieve assigned business targets.
FWRM
5 to 13 LPA
JALANDHAR ,Phagwara ,PANCHKULA
Age- 33 only
Exp:-4+ Yrs
2+ yrs RM
[phone removed]
Manage HNI/UHNI clients, acquire new customers, grow AUM and CASA, provide wealth solutions, cross-sell banking and investment products, strengthen relationships, and achieve assigned business targets.
Required Candidate profile
Roles- Portfolio Management,Cross-selling,Customer Acquisition,ComplianceFWRM
5 to 13 LPA
JALANDHAR ,Phagwara ,PANCHKULA
Age- 33 only
Exp:-4+ Yrs
2+ yrs RM
[phone removed]
Sourced from naukri
Skills
Third Party ProductsBranch BankingRetail LiabilitiesMutual FundsPortfolio ManagementTPPRelationship ManagerRetail Branch BankingCASAHNI AcquisitionHNI Client HandlingCasa Sales
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
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