Burgundy Relationship Manager
Published date: 2024/01/10
- Location: Gujarat , Ahmedabad , India
• "HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)
Liaising with PB/ Burgundy RM to flag eligible customers form Classic/ Burgundy portfolio
Acquire new 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 products of the bank based on the customer need
Joint...
Liaising with PB/ Burgundy RM to flag eligible customers form Classic/ Burgundy portfolio
Acquire new 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 products of the bank based on the customer need
Joint...
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