Position: Platinum Relationship Manager- Privy Banking

CTC: 9 to 11 LPA + Incentives

Grade: Manager, Sr. Manager

Exp. 2+ Yrs. in HNI portfolio management/relationship management/ branch banking sales from Banks/ NBFCs

Location: Mumbai, Navi Mumbai, Hyderabad, Vijayawada, Guntur, Vizag, Nellore

Education: Graduate/ PG

Industry: Banking

Job Role:

Current HNI client acquisition and retention of existing customers.

Nurture relationships with mapped clients for investment needs; maintain regular interactions with the customers to assess their needs.

Contributing towards increasing liabilities size of relationship through balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.

Increasing customer engagement through cross-selling investment and non-investment products.

Cross selling of Third party products like LI, GI, FD, PMS,



AIF & Mutual Funds etc.

Going for regular clients meeting to generate revenue.

Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. Job Mandates:

Good communication & interpersonal skills.

Candidates with lesser notice period will be given preference.

HNW Portfolio Management.

Interested candidates can share their updated CV at [email protected] or apply directly here: https://buff.ly/8UyhDr2, connect at (phone hidden) for further discussion.

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📌 Platinum Relationship Manager- Privy Banking (Mumbai)
🏢 Skywings Advisors
📍 Mumbai