Job Description
Managing the High Net Worth customers of the Bank
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
Profiling Customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the High Net Worth customers
Providing financial planning & Investment Advice
Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
One point contact for all requirements of High Net Worth customers in the Branch
Acquisition & Servicing of High Net Worth customers
Desired Candidate Profile:
• Any Graduate/Post Graduate/ Professional Degree with Minimum 3 years of work experience in Retail Branch Banking
• Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.
• Good Relationship Management & service focus Skills
• Good Communication, Presentation, Interpersonal Influential Skills.
• Knowledge of liability products, third party products like Mutual Fund, Insurance
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
Profiling Customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the High Net Worth customers
Providing financial planning & Investment Advice
Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
One point contact for all requirements of High Net Worth customers in the Branch
Acquisition & Servicing of High Net Worth customers
Desired Candidate Profile:
• Any Graduate/Post Graduate/ Professional Degree with Minimum 3 years of work experience in Retail Branch Banking
• Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.
• Good Relationship Management & service focus Skills
• Good Communication, Presentation, Interpersonal Influential Skills.
• Knowledge of liability products, third party products like Mutual Fund, Insurance
💡 Quick Summary
Seeking a career-building opportunity? The Hiring for Relationship manager in Banking for location position is now open for candidates interested in the Bank Jobs sector. This role in Indore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
