Posted By

Sweta Singh

MIS & Data Analyst at WTG Consultants

Last Login: 06 July 2023

Job Views:  
151
Applications:  38
Recruiter Actions:  15

Job Code

1268498

Manager/Senior Manager - HNI Acquisition - Wealth Liabilities Segment - Bank

3 - 9 Years.Hyderabad
Posted 11 months ago
Posted 11 months ago

- Provide financial solutions to the 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

Didn’t find the job appropriate? Report this Job

Posted By

Sweta Singh

MIS & Data Analyst at WTG Consultants

Last Login: 06 July 2023

Job Views:  
151
Applications:  38
Recruiter Actions:  15

Job Code

1268498

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow