Platinum Rm - Bengaluru, India - Hireginie

Hireginie
Hireginie
Verified Company
Bengaluru, India

1 month ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter


Description

Designation:
Platinum RM / ERM


Department:
Retail Liabilities


Reporting:
Branch Manager Retail Liabilities


Job Role:


  • Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
  • Cross sells existing bank products to customers.
  • Informs customers of new products or product enhancements to further expand the banking relationship.
  • Plans and conducts special sales initiatives and events for prospective and existing clients.
  • Coordinates with other group companies to provide seamless access to other products.
  • Maintains complete relationship record for assigned customer accounts.
  • Tracks customer complaints/queries and turnaround times for customer satisfaction

Requirement:

-
Min 4 Years Portfolio management exp in pvt bank in similar role (imperia RM
  • HDFC, Burgundy RM Axis, Sr PB
  • ICICI ):
  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
  • Understanding of MF and Insurance an added advantage Customer orientation.
  • High energy and drive.
  • Go getter attitude.
  • Self motivated with a passion to achieve.

Salary:
Up to ₹1,150,000.00 per year


Benefits:


  • Provident Fund

Schedule:

  • Day shift

Application Question(s):

  • How many years of experience do you have in Wealth Management ?
  • What is your current CTC ?

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