Insignia RM Shri H R Consultants
Shri H R Consultants
Office Location
Full Time
Experience: 4 - 4 years required
Pay: INR 1000000 - INR 1600000 /year
Type: Full Time
Location: Mumbai City
Skills: preferred banking, hni client handling, Portfolio Management, Retail Liabilities
About Shri H R Consultants
Job Description
Role- Insignia RM
Location- Mumbai
Experience- Min 4 Years
Key Responsibilities:
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Acquire and manage HNI/NRI clients for premium banking services
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Grow CASA, AUM, and cross-sell wealth, insurance, loans & forex products
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Conduct regular portfolio reviews and financial planning sessions
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Ensure compliance, high service standards, and client satisfaction
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Collaborate with product and service teams for holistic client solutions
If you are intrested you can directly share your cv on komalrana.bnh @gmail.com