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 Advise
• 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
Experience: atleast 4 to 5 yrs of experience
Qualification: Graduation/Post Graduation
If you are interested for above job profile..pls forward your updated resume to
Prathibha.unidus@gmail.com or
+8++1081+0(whatsapp)
If you have any reference ..pls share
Regards,
Prathibha
Unidus services
prathibha.unidus@gmail.com
+8++1081+0
This job is provided by Shine.com
• 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 Advise
• 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
Experience: atleast 4 to 5 yrs of experience
Qualification: Graduation/Post Graduation
If you are interested for above job profile..pls forward your updated resume to
Prathibha.unidus@gmail.com or
+8++1081+0(whatsapp)
If you have any reference ..pls share
Regards,
Prathibha
Unidus services
prathibha.unidus@gmail.com
+8++1081+0
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Preffered Relationship Manager or Imperia Relationship position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.