Private Relation ship manager in wealth management
deutsche bank
Total des années d'expérience :1 years, 8 Mois
Managing team of 2 Sales manager and monitoring growth, profitability towards the organization.
Supervising lead generating activity for new client sourcing & selling investment product.
Contact management clients and analyzing their portfolio & update risk profiling.
New client acquisitions, incremental & deepening growth in CASA & Time deposits.
Solving the service issue of client in TAT providing them one stop solution to its banking needs.
Suggesting products on recommendation and clients risk profiling updated by organization.
Advising clients on Portfolio review, re-balancing, market events triggers banking solutions.
Selling investment products like Mutual funds (Debt, Equity & Gold), SIPs, Structured products, FMPs, PMS, PEs. Assets, Business loans etc
Study of antiques and ancient civilizations.