Posted By
Posted in
Sales & Marketing
Job Code
327477
Its an urgent requirement :-
Interview will be based on the basis of shortlisting of profile : Drive date 22 April 2016 to 23 April 2016
JD : Preferred Relationship Manager
Key Job Responsibilities :
- Manage and generate cross sell revenue from preferred clients.
- Acquire preferred clients.
- Provide financial planning services to all assigned and acquired preferred clients.
- Responsible for all cross sell related servicing to assigned clients.
- Ensure client meetings as per defined norms.
- Maintain records of business on internal software.
- Liaison with Branches and other Vertical Heads for revenue generation and query resolution.
- Ensure compliance as per various regulator and organization guidelines.
Other Job Responsibilities :
- Market Intelligence - Identify potential threats and opportunities.
- Maintain a congenial work environment.
- Maintain the brand image of the organization.
Job Specification :
Experience : 3 to 4 year or more experience HNI/Corporate Relationship Management
Qualification : Post graduate/MBA specialization in Marketing
Industry : Banks, Distribution houses, Wealth Management Companies and any other organization in High Value relationships
Sonali Jain
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Posted By
Posted in
Sales & Marketing
Job Code
327477