Relationship Manager

☞ I Mates Consultants

View: 101

Update day: 06-05-2024

Location: Kozhikode / Calicut Kerala

Category: Finance / Bank / Stock Consulting / Customer Service Sales

Industry:

Salary: ₹7,00,000 - ₹10,00,000 a year

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Job content

Posted By:I Mates Consultants |Posted on:June 24, 2021
India Kozhikode/Calicut
700000-1000000 RS
4-7 Hiring Preference :

Scope of the Role: Responsible for acquiring HNI customers and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs and retaining the relationship.

Job Description:

1) Acquire new customers who meet product criteria and flag them on the system

2) Acquiring new HNI/UHNI clients for the bank

3) Deepening the exisiting relationships by providing various investments and financial solutions to the clients.

4) Prepare proper client base reports and relationship records.

5) Work to achieve the individual revenue target.

Ideal Candidate: Candidate who experienced in Handling HNI clients for multiple products can be considered for the same - candidates from Banks, Securities, Insurance.. can be considered

Skills:

banking

Portfolio management

securities

hni

insurance

wealth

retail banking

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Deadline: 20-06-2024

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