Relationship Manager
Published date: 2024/01/10
- Location: Bengaluru, Karnataka, India
Role:
. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category
• A priority customers .
Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy . Cross sells bank products to existing set of Customers . Informs customers of new products or product enhancements to further expand the banking relationship . Plans and conducts special sales initiatives and events for prospective and existing clients . Coordinates with other group companies to provide seamless access to other products .
Maintains complete relationship record for assigned customer accounts Job Requirement:
. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services . MIS generation . Graduate - 4 -6 years of experience AMFI / IRDA .Post Graduate - 2 -4 years of experience AMFI / IRDA
Report this listing
. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category
• A priority customers .
Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy . Cross sells bank products to existing set of Customers . Informs customers of new products or product enhancements to further expand the banking relationship . Plans and conducts special sales initiatives and events for prospective and existing clients . Coordinates with other group companies to provide seamless access to other products .
Maintains complete relationship record for assigned customer accounts Job Requirement:
. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services . MIS generation . Graduate - 4 -6 years of experience AMFI / IRDA .Post Graduate - 2 -4 years of experience AMFI / IRDA
Report this listing
0 page views
Related listings
-
Operations AVPBankJob Title- Assistant Price President Location- Bangalore What we’ll offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy • Best in class leave policy • Gender neutral parental leaves • 100% reimbursement unde...2026/11/09
-
Hiring Area Sales Manager (Emerging Corporate) with a...BankHiring Area Sales Manager (Emerging Corporate) with a leading Bank From 4 to 9 year(s) of experience ₹ Not Disclosed by Recruiter Bangalore/Bengaluru, Vadodara or Job Description Roles and Responsibilities • The position involves handling a team of 1...2026/11/09
-
Relationship Manager- Wholesale BankingBankRoles And Responsibilities • Conduct market study and prepare market maps to streamline sourcing • Cold-call on potential clients and constantly track their demand for banking requirements • Conduct market visits and promote Banks various products to...2026/11/09