Relationship Manager/wealth Manager Sales Bfs (3 10 Yrs) Bangalore/chennai/mumbai/navi Mumbai/hyderabad/pune/ahmedabad (bfsi Sales)
Job Description
- Leading Private bank hiring Relationship Managers/Wealth Managers in Multiple locations.- A minimum of 3 years of experience in Portfolio Management in any Private Bank is required. : - To Handle a portfolio of HNI customers of the bank and cross-sell various products according to clients need.- Liability Product selling, education on product features- Acquire new customers through referrals from existing customers who meet product criteria- Regular interaction with the customer to build rapport to understand and update the profile.- Enhance the Overall value/book size of the portfolio- Maintain the overall quality/hygiene parameters of the portfolio- Cross selling Third Party Products of the bank based on the customer need Like MF/ Insurance/RBI Bonds- Joint calls being done along with Supervisor as per defined process- Advisory services to be offered based on the customers requirement.- Attrition control of customers- Achieving MTD and YTD Revenue Targets- Achievement of income plans and other benchmarks within portfolioRequirements : - Graduate preferably Management Graduate. - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. - MIS generation. (ref:updazz.com)
updazz .com
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Job Detail
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Job IdJD3107618
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationIndia, India
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EducationNot mentioned
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ExperienceYear