HR Executive at OM Careers
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Relationship Manager - HNW - BFSI (1-10 yrs)
Responsibilities :
- Portfolio Management of existing client base and new Preferred customers.
- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
- Enhancement & deepening of the existing relationship by cross-selling products and services as per the profile & need of the customer
- Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
- Utilizing the sales resources (BDR or Contractual Executives or Asset Coordinator) for optimal sales support.
- Sales across all product segments - Third Party Products..like Current Account/Savings Account, Insurance, Mutual funds etc
Requirements :
- Candidate must possess at least a Graduate/Post
- Graduate/Professional Degree in any field.
- Good Relationship Management & service focus Skills
- Good Communication & Presentation Skills
- Interpersonal & Influential Skills.
- Knowledge of Liability and Third Party Products like Mutual Fund, Insurance will add to an advantage.
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