Search Jobs

Key Relationship Manager - Wealth Bank

7 - 12 yrs
Apply without registration
Not Disclosed by Recruiter Openings: 1 Posted 6 days ago Job Applicants: 84 Job Views: 237

Job Description

Send me Jobs like this
    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



UG: Any Graduate - Any Specialization

PG:Any Postgraduate - Any Specialization

Doctorate:Doctorate Not Required

Company Profile:


Leading Client.
View Contact Details
Apply without registration

IEIL has taken all reasonable steps to ensure that information on this site is authentic. Applicants are advised to research bonafides of advertisers independently. IEIL shall not have any responsibility in this regard. We also recommend that you visit Security Guidelines and Terms and Conditions for more comprehensive information on this aspect.

Get Better Jobs & Higher Salaries. Suggested courses

I agree to the Terms and Conditions