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Manoj Thelakkat

CEO at Flexi Partners

Last Login: 13 November 2024

Job Views:  
4156
Applications:  56
Recruiter Actions:  0

Job Code

735857

Relationship Manager - Private Banking

Posted 5 years ago
Posted 5 years ago

Role:

- Be part of the private banking division and become a team member of the Sales team.

- Responsible for attainment of sales and financial goals including deposits, loans, investment management, and fee-based products. Providing personalized services for the banking, investment and advisory needs of the Ultra High net-worth and High networth clients.

- Advising clients on their financial needs and building holistic plans and fulfilling their needs.

- Providing clients with banking solutions across asset and liabilities propositions.

Desired Profile:

- Post graduate with specialization preferably in Finance/investment management/accounting.

- Minimum 6-8 years experience as private banker handling HNW clients.

- Open to any market with relevant experience.

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Posted By

user_img

Manoj Thelakkat

CEO at Flexi Partners

Last Login: 13 November 2024

Job Views:  
4156
Applications:  56
Recruiter Actions:  0

Job Code

735857

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