Job Description:

Principal Responsibilities:
- A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
- The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
- It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.
- Acting as an interface between the bank and its HNI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.
- Designing Portfolio for investments on the basis of risk profile of customers using various applications
- To Enhance & Retain customer profitability by capturing larger share of Wallet
- Ensuring compliance and control in sales and service.
- Deepen the relationship by Cross selling Banks Products.

Servicing of High Net Worth customers

📌 IDFC Bank (Delhi)
🏢 Acura Solution
📍 Delhi