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Key Relationship Manager - Wealth Bank

7 - 12 yrs
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Not Disclosed by Recruiter Openings: 1 Posted 6 days ago Job Applicants: 84 Job Views: 237

Job Description

 
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    Job Summary

    Acquiring and managing business (HNI and ultra HNI).
    Increasing the liability book and investment AUM portfolio size.
    Ensuring adherence to compliance processes and guidelines.
    Advice clients on their product requirement to maximise their investments.
    Develop new client relations through references.
    Generate the cross selling business from existing clients by cross selling other products (Family Account, Home loan, Personal Loan, Investment - ULIP and Mutual Fund, Credit Card and Forex).
    Maintain and develop client relationships and periodic visit to existing clients.
    Manage and track the leads and maintain DSR on regular basis.
    Profiling Customers and provide financial products to meet customer needs.
    Ensuring the highest levels of service to the High Net Worth customers.
    Formulate outbound and inbound sales plan to acquire new customers for increasing customer base of the portfolio.

Salary: Not Disclosed by Recruiter

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Corporate Banking

Role:Client Servicing/Key Account Manager

Employment Type: Full Time, Permanent

Keyskills

Education-

UG: Any Graduate - Any Specialization

PG:Any Postgraduate - Any Specialization

Doctorate:Doctorate Not Required

Company Profile:

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