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Relationship Manager

Keywords / Skills : Relationship

1 - 6 years
Posted: 2018-11-20

Job Description
Greetings from BS Consultancy Services!!!!! 

We saw your profile on Naukri and found it relevant for one of the opportunities we have with our esteemed client. We are looking for people with the below mentioned skills : 

Job Description:-

Position: Exclusive Relationship Manager

Experience: 3+

Work Location: Pune

Primary skills: Relationship management, Operations, Portfolio management, Customer service, Cross Selling third party products, CASA. HNI Clients management.

Roles And Responsibilities:

Managing the High Net Worth customers of the Bank.

Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

Profiling Customers and provide financial products to meet customer needs.

Ensuring the highest levels of service to the High Net Worth customers.

Providing financial planning and Investment Advice.

Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, credit Cards, Online trading etc.

One point contact for all requirements of High Net Worth customers in the Branch Acquisition & Servicing of High Net Worth customers.

Should have good knowledge of liability products.

Should have a good knowledge of third party products like mf, insurance.

If you find the above job description Interesting and in line with your career aspirations then please call on Mansi+(91)8237038003 or send me your updated resume on [HIDDEN TEXT]

Key Skill(s)

About Company

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