Posted By: I Mates Consultants | Posted on: January 14, 2020
India Bengaluru/Bangalore
800000-1500000 RS
6-10
Description:

Profile - Relationship Manager | UHNI NRI Clients handling | For a Leading Bank

Scope of the role - To build and manage relationship with clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank

Job Description -

1) Identify existing branch customers who meet program criteria and flag them on the system to upgrade these customers under the program

2) Acquire new customers who meet product criteria and flag them on the system

3) Regularly interact with the customer to build rapport and understand the profile.

4) Ensure certification of documentation required for opening and maintaining customer accounts

5) Enhance the value/book size of the given portfolio

Ideal Fitment - Candidate who experienced in handling UHNI  NRI clients for multiple products can be considered for the same - candidates from Banks, Securities,Telecom,Insurance.. can be considered.

Skills:
securities hni insurance telecom.


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