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Neha

Consultant at Human First Consulting

Last Login: 25 May 2016

Job Views:  
4418
Applications:  99
Recruiter’s Activity:  88

Job Code

263768

Relationship Manager - Exclusive/Select - HNI/UHNI - BFSI

1 - 9 Years.Delhi NCR
Posted 8 years ago
Posted 8 years ago

Job Role : Relationship Manager-Exclusive/Select

Location : Across Delhi/NCR

Job Description : This role is responsible for

- Maintaining the relationships with the preferred (HNI/Ultra HNI) customers

- Enhancement of the relationship by cross-selling wealth products and services as per the profile & need of the customers

- Deepening the size of the relationship.

- Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.

- Portfolio Management- Identify existing/new customers who meet Preferred product criteria and flag them on the system and upgrade these customers for Portfolio Management.

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Posted By

user_img

Neha

Consultant at Human First Consulting

Last Login: 25 May 2016

Job Views:  
4418
Applications:  99
Recruiter’s Activity:  88

Job Code

263768

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