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Privy RM - KMB Chennai

Keywords / Skills : Wealth Management, Relationship Manager, Acquisition, Investment Advisor, Wealth, HNI Sales, HNI, Business Banking, elite, privy

5 - 15 years
Posted: 2019-06-07

Industry
Banking/Accounting/Financial Services
Function
Banking, Insurance & Financial Services
Role
Relationship Manager
Portfolio Manager
Education
Master OF Business Administration (MBA)
Salary
8.00 - 15.00 lacs
Posted On
7th Jun 2019
Job Ref code
PRM-VDA
Job Description
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

- create financial plan for customers 
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.

- Sales of Trade Products like bills for Collections, Bank Guarantees, Letter of Treasury products. Credits and Acquire new trade relationships
- Acquire HNI as clients 
- Acquire New Trade Finance and Forex clients 
- Activate existing clients to start their trade and Forex transactions




About Company

JOBS’nTA is a premier HR Company providing Staffing, Training & HR Consulting services throughout South India. Since its inception JOBS’nTA has successively acquired several highly satisfied clients and candidates, by keeping quality service at its corner stone.
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