22 Aug
|
TALCHEMY SOLUTIONS
|
Chennai
22 Aug
TALCHEMY SOLUTIONS
Chennai
Roles and Responsibilities :
- Manage a portfolio of high net worth individual (HNI) clients, providing personalized financial solutions and services to meet their needs.
- Develop and maintain strong relationships with existing HNI clients, identifying opportunities for cross-selling and upselling various investment products.
- Identify current business prospects through networking, referrals, and market research to expand the client base.
- Collaborate with internal teams such as sales, trading, and operations to ensure seamless delivery of services.
Job Requirements :
- 8-15 years of experience in retail branch banking or similar industry.
- Proven track record in managing HNI client handling and portfolio management.
- Strong understanding of third party products such as mutual funds, insurance policies, etc.
📌 Senior Relationship Manager (Chennai)
🏢 TALCHEMY SOLUTIONS
📍 Chennai