Portfolio Manager - Sales

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Visualizza: 103

Giorno di aggiornamento: 06-05-2024

Località: Jaipur Rajasthan Udaipur Bhopal Madhya Pradesh Nagpur Maharashtra Indore Pune Ahmedabad Gujrat

Categoria: Finanza / Banca / Azione Assicurazione

Industria: Banking

Posizione: Portfolio Manager

Tipo di lavoro: Full Time, Permanent

Esperienza: 3 - 8 years

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Contenuto del lavoro

Job Responsibilities :

- Handling sales of CASA products, Mutual Funds, Life Insurance, Health Insurance, PMS, Credit/Debit Card, Home Loan and LAP for existing portfolio

- Responsible for end to end customer service for mapped clients.

- Source new to bank accounts to build Bank Book

- Deepening family household penetration

- Cross sell financial products to customers.

-Inform customers about new products or products enhancements to further expand the banking relationship.

- Maintain complete relationship record for assigned customers account.

- Meeting and engaging with mapped clients to deepen banking relationship.

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Scadenza: 20-06-2024

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