Posted By

user_img

Kapil Marwaha

Proprietor at Munsar Services

Last Login: 25 April 2024

2645

JOB VIEWS

49

APPLICATIONS

16

RECRUITER ACTIONS

Job Code

537503

Relationship Manager - Privy - Bank

3 - 5 Years.Bangalore
Posted 6 years ago
Posted 6 years ago

Job Role:

1. Sourcing of New to Bank business accounts

2. Assisting the client business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc

3. Assisting the business owner with credit facilities like Home Loan/ Car Loan/ LAP/priority credit card/etc

4. Assisting the business owner and his family with their personal investments like MF/Term Deposit/insurance/etc

5. Other relevant business opportunities

Job Requirements:

6. Ability to source HNI Business Banking Accounts

7. Thorough knowledge of Current Account/Trade Account opening/transaction processes

8. Strong Communication skills with assertive attitude

9. Knowledge of Trade, Forex and Business Assets

10. Strong follow up ability & keenness

11. Ability to spot opportunities in the portfolio for Upselling/Xselling bank product

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Kapil Marwaha

Proprietor at Munsar Services

Last Login: 25 April 2024

2645

JOB VIEWS

49

APPLICATIONS

16

RECRUITER ACTIONS

Job Code

537503

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow