wealth relationship manager negercoil

☞ Waytogo Consultants Pvt. Ltd.

見る: 106

更新日: 20-05-2024

場所: Nagercoil Tamil Nadu

カテゴリー: 売上高

業界: Staffing Recruiting

レベル: Mid-Senior level

ジョブタイプ: Full-time

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仕事内容

The Relationship Manager will be responsible for nurturing HNI client relationshipsthrough continuous client engagements and risk profiling. The RM will be responsible foridentification of potential customers and providing them customized solutions as pertheir requirements. The position entails client management and acquisition with a keyfocus on expanding the Asset under Management. Key capabilities include working in adynamic and fast-paced environment with cross-functional teams to design, collaboratewith multiple stakeholders and provide tailored investment products aligned to customerneeds. The center of all client engagements will be to ensure superior customerExperienceProvide financial solutions to the Burgundy customers while maintaining highservice standardsMaintain complete customer profile including the risk profile, demographics andassets in the bankEnrich relationships and garner higher wallet share through customerengagement activitiesDeepen the existing relationships by cross selling the Bank#39;s products andservices/ third party investment productsIdentify potential customers who can be sold tailored products to enhanceproduct penetrationAcquire new customers by converting referral leadsAchieve targets as assigned by the organization on a monthly basisRecord and track all engagement activities through the CRM systemComply with KYC/SEBI rules, regulations, and legislation governing the BankThis job is provided by Shine.com
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締切: 04-07-2024

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