Portfolio Relationship Manager (Deputy
Published date: 2024/01/10
- Location: Kochi, Kerala, India
• A Banking Relationship Manager is primarily responsible for providing financial solutions to the HNI customers and ensuring value added services.
• Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.
• Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products.
• Increasing customer engagement through other non-investment products like Forex, Remittances, Loans, etc. to the new and existing customers.
• Ensuring that the customers are sufficiently educated/ leveraged on the best financial solutions.
• Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.
• Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products.
• Increasing customer engagement through other non-investment products like Forex, Remittances, Loans, etc. to the new and existing customers.
• Ensuring that the customers are sufficiently educated/ leveraged on the best financial solutions.
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