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Last Login: 19 March 2024

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Job Code

1180263

Preferred/Imperia Relationship Manager - BFSI

3 - 8 Years.Mumbai
Posted 1 year ago
Posted 1 year ago

- 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

- Acquisition & Servicing of High Net Worth customers

Desired Candidate Profile:

- Any Graduate/Post Graduate/ Professional Degree with Minimum 3 years of work experience in Retail Branch Banking

- Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.

- Good Relationship Management & service focus Skills

- Good Communication, Presentation, Interpersonal& Influential Skills.

- Knowledge of liability products, third party products like Mutual Fund, Insurance

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Posted By

user_img

Recruiter

Recruiter at Riddhi Siddhi Career Point

Last Login: 19 March 2024

106

JOB VIEWS

31

APPLICATIONS

31

RECRUITER ACTIONS

Job Code

1180263

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