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Vinod Pandey

Head at PMS Consulting

Last Login: 26 April 2024

620

JOB VIEWS

50

APPLICATIONS

49

RECRUITER ACTIONS

Job Code

781447

Relationship Manager - HNI/UHNI Segment - Bank

1 - 4 Years.Haryana/Others
Posted 4 years ago
Posted 4 years ago

- Main activity is sourcing various types of Savings Accounts, Current Accounts, Demat Accounts.

- Revenue Generation from Cross-selling of Investment products like Mutual Funds and Life Insurance, Also sourcing, Credit Cards, General Insurance and asset products.

- Interacting and building Relationships with HNI Clients.

- HNI/UHNI Clients Acquisition and Engagement

- Have been instrumental in HNI/UHNI Clients acquisition through various Promotional Events / Group Presentations etc and then servicing them and deepening the book size through regularly tracking clients- investments requirements through various client engagement strategies

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Posted By

user_img

Vinod Pandey

Head at PMS Consulting

Last Login: 26 April 2024

620

JOB VIEWS

50

APPLICATIONS

49

RECRUITER ACTIONS

Job Code

781447

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