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Relationship Manager Wealth
View: 102
Update day: 27-05-2024
Category: Finance / Bank / Stock Sales
Industry: Staffing Recruiting
Position: Mid-Senior level
Job type: Full-time
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Job content
Client - Vacancy with leading banksRole - Relationship Manager - Wealth ManagementLocation- Across KarnatakaJob Profile- An Relationship Manager handles a group of High Net Worth Clients.
- Profiling Customers and provide financial products to meet customer needs.
- Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs.
- Increase liabilities size of relationship via balances in accounts of existing customers.
- To Enhance Retain customer profitability by capturing larger share of Wallet.
- Ensure profitability of the portfolio: Generate high Income per Customer.
- Acquire new customers who meet product criteria through cross-referencing.
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Deadline: 11-07-2024
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