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Recruitment at ABC
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Relationship Manager - HNW - Bank (2-12 yrs)
Exciting Job Opportunity for those aspiring to work in banking sector, candidates from Life Insurance background/ Securities/ Banks/ NBFC can apply for this role.
Note: Its a sales profile and not operations role. Not preferring General Insurance background.
Position: Relationship Manager
Grade: Sr. Manager/ Manager
Product Knowledge: Insurance/ Mutual Funds/ CASA/ FD (Insurance is must)
- Profiling Customers and provide financial products to meet customer needs
- Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs
- Increase liabilities size of relationship via balances in accounts of existing customers
- To Enhance & Retain customer profitability by capturing larger share of Wallet
- Ensure profitability of the portfolio: Generate high Income per Customer
- Acquire new customers who meet product criteria through cross-referencing.
- 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
Geetanjali Murjani
9599213670
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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