NOIDA · FULLTIME
Relationship Manager (Wealth)_Leading Bank_Delhi NCR
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Noida · onsite · Posted 6d ago
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₹6.0L - ₹11.0L PA2–7 yrsfulltimeNoida
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Section · 01
About this role
Job description
Key Responsibilities:
- Manage and grow HNI banking & investment relationships.
- Drive CASA, Investments, Retail Assets, Forex, Cards & Business Banking.
- Acquire new clients and deepen existing relationships.
- Provide financial planning & investment advisory to HNI clients.
- Cross-sell Mutual Funds, Insurance & Investment products.
- Ensure excellent customer service, portfolio management & process compliance.
Preferred Profile:
Candidates with experience in HNI/Affluent Banking, Wealth Management or Relationship Management with strong sales and client-handling skills.
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Section · 02
Skills
insignia rmPremier BankingPreferred BankingWealthpreferred rmRetail LiabilitiesHNIMutual FundsPrivate Bankingsignature relationship managerBurgundy RMPortfolio ManagementPriority BankingRetail Branch BankingWealth ManagementRelationship Management