High Net Worth Client Portfolio Manager

Hiring on for Leading Bank

South Mumbai Branches Only

Western Line

Central

Kindly revert with updated resume CTC / Expected CTC / Notice Period

Candidates dealing with Super HNI Wealth Portfolio - Extremely Polished candidates for the role

Contact Person : Sr HR - Divyaa ,[email protected]

Wassup Connect - 9137265848

Profiling Customers and provide financial products to meet customer needs.

Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs

Increase liabilities size of relationship via balances in accounts of existing customers

To Enhance & Retain customer profitability by capturing larger share of Wallet

Ensure profitability of the portfolio: Generate high Income per Customer

Acquire new customers who meet product criteria through cross-referencing.

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