Posted By: I Mates Consultants | Posted on: August 14, 2020
India Kozhikode/Calicut
800000-1150000 RS
5-11

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, PIS, E-Broking etc

Job Description:

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

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

6) Resolution of customer queries & complaints.

Ideal Candidate: Candidate who experienced in handling HNI Clients for a Bank or Wealth management firms will be the ideal fitment for the above role. Preferebly candidate with local experience and good portfolio base will be ideal fitment.

Skills:
portfolio management hni wealth relationship manager banking casa


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