Relation Manager

Castaliaz technologies

Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the client relationships.

Profiling Customers and providing financial products to meet customers' needs

Ensuring the highest levels of service to the High Net Worth customers

Providing financial planning & Investment Advice

Providing Sales targets spread across Liabilities/ Assets.

Acquisition & Servicing of customers

Maintaining and improving existing asset portfolio quality

Sourcing new business

Knowledge of the Banking Industry and Financial Markets is a must

Should have good knowledge of financial products like Mutual Fund, Insurance, Current Account, Savings account etc

Experience : 2 - 4 Years

No. of Openings : 2

Education : M.B.A/PGDM, M.Com

Role : Relation Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India