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CEO at Exceed Consulting
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Relationship Manager - HNI Client Acquisition - Retail Banking (2-7 yrs)
Job Description:
- Build the business, deepen relationships and managing key and potential HNI customers
- Utilize portfolio management to lower attrition and maximize revenue to achieve sales target
- Assess customer needs and make appropriate relationship enhancement recommendations through financial needs analysis
- Provide financial planning & Investment Advise to ensure the highest levels of service
- Ensure current and prospective customers have a consistent, superior experience with the bank
- Comply to various company compliance policy in selling
Qualification and Experience
- MBA from reputed institutes with at least 2 yrs of experience in the BFSI sector managing acquisition & Servicing of High Net Worth customers.
- Strong sales sense with good selling and interpersonal skills
- Good knowledge of financial planning; ability to address financial needs of more sophisticated target customers
- Comprehensive knowledge of the economic trends, events and their potential effect on customers' finances
- Excellent communication skills, High energy level, aggressive, can do attitude and capability of performing independently under pressure with high efficiency
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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