Imperia Relationship Manager

SkillLabs

please find jd for prm

- managing the high net worth customers of the bank

- achieving the business targets assigned in terms of cross selling, enhancing and upgrading the high net worth relationships.

- profiling customers and provide financial products to meet customer needs

- ensuring the highest levels of service to the high net worth customers

- providing financial planning & investment advise

- sales targets spread across liabilities, retail assets, business banking, forex, credit cards, online trading etc.

- one point contact for all requirements of high net worth customers in the branch

- acquisition & servicing of high net worth customers

desired candidate profile:

- any graduate/post graduate/ professional degree with minimum 3 years of work experience in retail branch banking

- excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.

- good relationship management & service focus skills

- good communication, presentation, interpersonal & influential skills.

- knowledge of liability products, third party products like mutual fund, insurance.

• Experience

  5 - 9 Years

• No. of Openings

  8

• Education

  Any Bachelor Degree

• Role

  Portfolio Management

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office