Posted By: I Mates Consultants | Posted on: July 10, 2019
Alappuzha Ernakulam/Cochin/Kochi Idukki Kannur Kasargod Kottayam Kozhikode Malappuram Palakkad Pathanamthitta Thrissur Trivandrum Wayanad
500000-1000000
2-1
Description:

Job Responsibilities for a Preferrer Relationship Maanger Includes

 Managing the High Net Worth customers of the Bank 
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. 
Profiling Customers and provide financial products to meet customer needs.
Ensuring the highest levels of service to the High Net Worth customers.
Providing financial planning & Investment Advise. 
Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. 
One point contact for all requirements of High Net Worth customers in the Branch. 
Acquisition & Servicing of High Net Worth customers.
Desired Candidate Profile: 
Any Graduate/Post Graduate/ Professional Degree with Minimum 3 years of work experience in Retail Branch Banking.

Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services. 
Good Relationship Management & service focus Skills 
Good Communication, Presentation, Interpersonal & Influential Skills. 
Knowledge of liability products, third party products like Mutual Fund, Insurance.

Skills:
Portfolio Management Mutual Fund MF Key accounts management Key accounts CASA Branch Banking Retail branch banking HNI UHNI SAVINGS ACCOUNT LIABILITIES PMS Equity securities shares

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