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
. 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
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