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Private Banking Group RM(PBG RM)

3 - 8 YearsDelhi, Rajkot, Pune

Posted: 37 days ago

Job Description

  1. Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.
  2. Acquiring high value relationships into the private banking group.
  3. Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
  4. Service the banking requirements of the super HNI clients.
  5. To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.
  6. To execute cross sell efforts as per focus of the bank at any given point in time.
  7. To keep one self updated on the financial markets and in advisory products / services in particular.
  8. To acquire new clients in the targeted HNI segment from outside the bank

Interested Candidates can mail their cv on

Salary: Not Disclosed by Recruiter
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Channel Sales
Role: Client Relationship Manager
Employment Type: Permanent Job, Full Time

Company Profile

Forret India Private Limited
Forret India was founded in 2008 with a strong perspective of providing better services and quality staff to customers. Forret India is one of the India's leading providers of executive search consulting services. The organization has rapidly advanced towards excellence by providing credible Placement Consultancy and Recruitment Services. Inspired by the positive feedbacks of Employers as well as the Employees, placed by us, we aim to act as a bridge between them and help in building a long lasting and mutually profitable professional relationship among them.
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Contact Details

Contact Company:Forret India Private Limited