Key Responsibilities:
Provide financial solutions to the Priority 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's 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
Qualifications:
Optimal qualification for success on the job is:
Graduation/ Post graduation from a recognized institute
For Deputy Manager 3+ years managing High Net worth clients
For Managers 5+ managing High Net worth clients.
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
Knowledge of banking products and services
Ability to manage complex client situations
Good communication (both verbal and written) skill in both English and the local language
Ability to handle pressure and meet deadlines
Good networking and relationship building skills.
Experience : 2 - 8 Years
No. of Openings : 50
Education : B.Com
Role : Relationship Manager Sales
Industry Type : Banking / Financial Services / Stock Broking
Gender : [ Male / Female ]
Job Country : India