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Relationship Manager Signature/premium Accounts

Relationship Manager Signature/premium Accounts ( Job Ref : AIZWVE284391 )

Mount Talent Consulting Private Limited

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Job Summary

Job Title:
Relationship Manager Signature/premium Accounts
Job Location:
Mumbai - Maharashtra
Category :
Banking / Insurance
Banking / Financial Services / Broking
Work Type:
Full Time
Job Role:
Wealth Manager
Job Type:
Annual Salary:
Experience Required:
2-7 Years
Job Description
    Job Description 
    Achieve personal and business unit goals by implementing a variety of 
    Relationship deepening technique and new business acquisition activities
    Acquiring and managing Resident and NRI clients
    - Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions
    - Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients
    - Cross-sell Trade & Fx, Wealth, Insurance products to clients
    - Portfolio allocations, reviews & financial check-ups for each client according at defined frequency
    - Ensuring 360 client engagement Total Client Ownership
    - Ensuring adherence to Compliance processes and guidelines
View Contact Details

Contact Person Name: Gaurangi Shukla

Contact Number:8826603311

E-mail ID-1:

Mount Talent Consulting Private Limited

Mount Talent Consulting Private Limited

Established in : 2007

A-22 2nd Floor, Sector – 04 Noida Noida, Uttar Pradesh - 201301, India

Website :

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