ERM/PRM/RM_Business Banking

BharatHire.Com Private Limited; Pune District; On-site; INR 700,000 - 1,100,000; Full time

Job summary

BharatHire.Com Private Limited in Pune seeks a skilled Banking Relationship Manager to develop and expand relationships with high net worth clients, focusing on liabilities (CA driven) and commercial assets. You will source new bank customers through external individual efforts and acquisition channels, manage portfolios, and bring a strong understanding of Trade, Forex and CA to the role.

Ideal candidates have a proven track record in delivering personalized service and maintaining profitable

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

High net worth client mgmt

New client acquisition

Portfolio management

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.