Posted By: I Mates Consultants | Posted on: July 29, 2019
India Ernakulam/Cochin/Kochi Trivandrum
450000-700000 RS
4-9
Description:

Profile - Relationship Manager | Portfolio Management | For A Leading Bank

Scope of the role - Managing the High Net Worth customers of the Bank and achieving the targets assigned in terms of cross selling.

Responsibility - 

1) Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. 

2) Profiling Customers and provide financial products to meet customer needs.

3) Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. 

4) Providing financial planning & Investment Advise.

5) One point contact for all requirements of High Net Worth customers in the Branch.

Ideal Candidate - Candidates having very good experience in portfolio management.

Skills:
portfolio management sales management relationship management cross selling branch sales liabilities banking financial products hni customer acquisition customer retention


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