Investment Relationship Manager
Published date: 2024/01/10
- Location: New Delhi, Delhi, India
• Provide financial solutions to the customers while maintaining high! • Maintain complete customer profile including the risk profile, demographics and assets in the bank. • Enrich relationships and garner higher wallet share through customer engagement activities. • Deepen the existing relationships by cross selling the Bank& products and services/ third party investment. • Identify potential customers who can be sold tailored products to enhance product penetration. • Acquire new customers by converting referral leads. • Achieve targets as assigned by the organization on a monthly basis. • Record and track all engagement activities through the CRM system. • Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
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