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71 Way To Go Consulting Jobs
Private Banking Relationship Manager
8-13 years
₹ 14 - 24L/yr
Mumbai, Navi Mumbai, Mumbai
1 vacancy
Private Banking Relationship Manager
Way To Go Consulting
posted 8d ago
Job Role Insights
Fixed timing
Job Description
- Handle the HNI Sales / Wealth Management / Private Banking segment
- Sound understanding of financial planning and wealth management products in India
- In-depth knowledge of local market and competition
- Achieving client retention by supporting Relationship Managers (RMs) in providing stellar service to high net-worth clients and following up promptly on client calls or queries.
- Establish, manage and grow the TRV of the elite Client segment by acquiring and nurturing the clients having AUM => INR 10 M
- Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients
- Ensure complete knowledge of all products & services through continuous skill and knowledge improvement
- Resolve customer queries and complaints within the agreed TAT as per the customer service policy
- Promptly recognizing and appropriately escalating issues to Management. Manage meetings and travel arrangements of RMs.
Employment Type: Full Time, Permanent
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