Portfolio Handling Relationship Manager (Manager)

Waytogo Consultants Pvt Ltd

Provide financial solutions to the customers while maintaining high service standards.

Maintain complete customer profile including the risk profile, demographics and assets in the bank.

Enrich relationships and garner higher wallet share through customer engagement activities.

Deepen the existing relationships by cross selling the Bank&# products and services/ third party investment products.

Identify potential customers who can be sold tailored products to enhance product penetration.

Acquire new customers by converting referral leads.

Achieve targets as assigned by the organization on a monthly basis.

Record and track all engagement activities through the CRM system.

Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.

Experience : 2 - 5 Years

No. of Openings : 5

Education : Any Bachelor Degree

Role : Portfolio Relationship Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India