ERM/PRM/RM_Business Banking

BharatHire.Com Private Limited; Navi Mumbai; On-site; INR 600,000 - 1,000,000; Full time

Job summary

BharatHire.Com Private Limited in Navi Mumbai seeks a relationship-focused professional to develop and expand high net worth banking relationships for liabilities and commercial assets.

You will source new bank customers and manage a portfolio, with strong knowledge of trade, forex and CA products to deliver personalized service.

Qualifications

• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Very good understanding of Trade and Forex & CA.

Responsibilities

• Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
• Sources new bank customers through external individual efforts and acquisition channel.
• Must have handled portfolio.

Skills

HNW clients

Banking relationships

Trade and Forex

CA knowledge

Job description

• 1.Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
• 2.Sources new bank customers through external individual efforts and acquisition channel.
• 3.Must have handled portfolio.

Required Candidate profile

• 1.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• 2.Very good understanding of Trade and Forex & CA.