Imperia Relationship Manager in Ahmedabad
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
A Private Banking Relationship Manager is assigned to you as a one-point contact, guiding you and attending to all your investment-related needs including Portfolio Management Services, Mutual Funds, Insurance, etc.
An Imperia Relationship Manager handles a group of High-Net-Worth Imperia Clients.
Job Description.
• An Imperia Relationship Manager handles a group of High Net Worth Imperia Clients.
• Profiling Customers and providing financial products to meet customer needs.
• Deepen the relationship by Cross selling Bank’s Products and Services according to Customer Needs.
• Increase liabilities size of relationship via balances in accounts of existing customers.
• To Enhance & Retain customer profitability by capturing a larger share of Wallet.
• Ensure profitability of the portfolio: Generate high Income per Customer.
• Acquire new customers who meet product criteria through cross-referencing.
Candidate profile.
• Education: Any Graduate/Professional Degree.
• Age: Up to 35 years
• A minimum of 6 years of working experience in the related field is required for this position.
• 4 years at least in core banking.
• Portfolio management experience with high-net-worth individuals for at least 3 years.
• The candidate should be confident, and aggressive.
• Should have good knowledge of all Banking Products.
• Should have a good knowledge of Third-Party Products like Mutual Funds.
For More Information.
• contact number: 7069458337
• Email: sales@tekpillar.com
An Imperia Relationship Manager handles a group of High-Net-Worth Imperia Clients.
Job Description.
• An Imperia Relationship Manager handles a group of High Net Worth Imperia Clients.
• Profiling Customers and providing financial products to meet customer needs.
• Deepen the relationship by Cross selling Bank’s Products and Services according to Customer Needs.
• Increase liabilities size of relationship via balances in accounts of existing customers.
• To Enhance & Retain customer profitability by capturing a larger share of Wallet.
• Ensure profitability of the portfolio: Generate high Income per Customer.
• Acquire new customers who meet product criteria through cross-referencing.
Candidate profile.
• Education: Any Graduate/Professional Degree.
• Age: Up to 35 years
• A minimum of 6 years of working experience in the related field is required for this position.
• 4 years at least in core banking.
• Portfolio management experience with high-net-worth individuals for at least 3 years.
• The candidate should be confident, and aggressive.
• Should have good knowledge of all Banking Products.
• Should have a good knowledge of Third-Party Products like Mutual Funds.
For More Information.
• contact number: 7069458337
• Email: sales@tekpillar.com
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