30 Jul
|
Placewell Careers
|
Bengaluru
30 Jul
Placewell Careers
Bengaluru
Roles and Responsibilities
Acquire and manage relationships with HNI, Affluent, NRI, and Business Banking customers.
Drive growth in Wealth, Current Account, CASA, and NRI portfolios through customer acquisition and relationship deepening.
Provide investment advisory across mutual funds, insurance, and other wealth products.
Identify and execute cross-selling prospects across banking, wealth, forex, and liability products.
Generate current business through referrals, networking, and market mapping activities.
Achieve targets for customer acquisition, portfolio growth, revenue, and product penetration.
Ensure superior customer service, portfolio management, and regulatory compliance.
Collaborate with internal teams to deliver seamless banking and wealth solutions.
📌 Relationship Manager Wealth, Nri, Current Account Bengaluru
🏢 Placewell Careers
📍 Bengaluru