First Wealth Relationship Manager HNI (Mumbai)

First Wealth Relationship Manager HNI (Mumbai)

01 Sep
|
Acura solutions
|
Mumbai

01 Sep

Acura solutions

Mumbai

Relationship Manager First Wealth Location Multiple Locations Experience 5 Years in Banking Wealth Management Insurance Investments or Financial Services Qualification Any Graduate Job Summary We are looking for an experienced Relationship Manager to handle premium banking customers and help them with their financial needs The role involves building solid customer relationships providing financial solutions and increasing business through crossselling banking products Key Responsibilities Manage and maintain relationships with highvalue customers Understand customer financial needs and suggest suitable banking and investment products Help customers with wealth management portfolio planning and financial advisory services Crosssell products such as Mutual Funds Insurance Fixed Deposits CASA and other banking solutions Ensure excellent customer service and resolve customer queries Increase customer engagement and grow the business portfolio Follow all bank policies compliance and service standards Work closely with branch and product teams to provide the best solutions to customers Candidate Requirements Minimum 5 years of experience in Banking Wealth Management Investments or Financial Services Good communication and relationshipbuilding skills Strong sales and customer handling experience Ability to achieve business and revenue targets

📌 First Wealth Relationship Manager HNI (Mumbai)
🏢 Acura solutions
📍 Mumbai

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