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Relationship Manager-Leading Private Bank-CTC 7 LPA-Chennai,Hyderabad-Call @ 9489565290

Keywords / Skills : Relationship Manager, Cross Selling, Acquire, Acquisition, Portfolio Management, Upselling, Investment Banking, Branch Banking, Wealth Management, Mutual Funds, banking, Broking, Securities

4 - 9 years
Posted: 2019-09-03

Industry
Banking/Accounting/Financial Services
Function
Sales/Business Development
Banking, Insurance & Financial Services
Role
Investment Advisor
Corporate Sales
Salary
3.30 - 7.00 lacs
Posted On
3rd Sep 2019
Job Ref code
RO-Kotak-Narmatha
Job Description
Job Description:-

  • To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, and liability on product features, Cheque book insurance.
  • Should be fast and efficient in achieving the sales target for banks and investment products.
  • Going beyond the professional need of the customer by providing other products.
  • To enhance the value of customers.
  • To Cross-sell the asset products.
  • Back-up to relationship managers holding HNI relationship.
  • To acquire new Customers through referrals.

Desired Candidate:-

  • Minimum Experience 4 years
  • Good Communication Skills Preferred Knowledge in selling investment products, Life Insurance, MF, Equity etc
  • Prefer candidates from Banks/Wealth Management/MF/NBFC




About Company

JOBS 'n TA - One of "South India’s" Leading HR Services Company !

JOBS ‘n TA is a premier HR Company focusing on Building Human Capital, through its entire gamut of HR-Services ranging from Staffing, Training & HR Consulting.

We believe, professional excellence is a collective experience – to be Spotted, Nurtured and Shared!
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