Director at Synergy Innovation Pvt Ltd.
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Priority Relationship Manager - Private Banking (5-12 yrs)
1. This is an individual contributor role, i.e. there would not be a team reporting into the person
2. The person would be responsible to source new HNI Customers as well as managing their portfolio
3. Relationship Value of each customer must be 25 Lakhs and above
4. Grade to be offered: M4/ M5 (Senior Manager/ Chief Manager)
5. Managing and servicing the Priority Optima and Insignia Clients of the Bank in Kochi
6. Organizing marketing activities for acquiring new HNI clients
7. Facilitating Investor/Product meet for existing clients for enhancing growth in relationship.
8. Wealth Advisory Services and cross selling of Life Insurance, General insurance, Mutual Funds, PIS account, Trading and Stock Markets, PMS products, DEMAT
Salary offered: 10 - 14 LPA
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