Posted By: I Mates Consultants | Posted on: August 10, 2020
India Bengaluru/Bangalore
400000-750000 RS
3-6

Job Description:

Profile - Relationship Manager | Preferred Banking | Portfolio Management

Scope of the Role - To build and manage relationship with Preferred program 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

Responsibility 

1. Identify existing branch customers who meet Preferred 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. Acquiring and managing both business, individual (resident and NRI) clients.
5. Handling Service Request for NR HNW clients

Ideal Candidate - Candidate with good experience in Wealth Management of atleast 3 years.

Skills:
wealth management portfolio management client handling


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