MD REHAN
·
Surat, IN
Hair stylist.. For both male and female
Relationship Manager-All Banking Product
Place of work
Jaipur
Contract type
Full-time
Start date
-
Salary
10L A YEAR
Job details
Job description, work day and responsibilities
Key Responsibilities:
• Client Relationship Management:
• Manage and nurture relationships with high-net-worth clients (HNIs).
• Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs.
• Provide customized solutions based on clients' requirements and financial goals.
• Sales & Business Development:
• Achieve revenue targets by cross-selling the bank’s range of products and services, including savings, investments, loans, insurance, and wealth management.
• Promote new services and ensure customers are updated about new offerings.
• Identify opportunities for generating business through referrals and market insights.
• Portfolio Management:
• Effectively manage client portfolios, regularly reviewing and recommending changes based on market conditions.
• Provide advice on wealth management and financial planning.
• Guide clients in investment strategies and assist with asset allocation to meet their long-term goals.
• Client Relationship Management:
• Manage and nurture relationships with high-net-worth clients (HNIs).
• Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs.
• Provide customized solutions based on clients' requirements and financial goals.
• Sales & Business Development:
• Achieve revenue targets by cross-selling the bank’s range of products and services, including savings, investments, loans, insurance, and wealth management.
• Promote new services and ensure customers are updated about new offerings.
• Identify opportunities for generating business through referrals and market insights.
• Portfolio Management:
• Effectively manage client portfolios, regularly reviewing and recommending changes based on market conditions.
• Provide advice on wealth management and financial planning.
• Guide clients in investment strategies and assist with asset allocation to meet their long-term goals.
The position is suitable for candidates with education
This position is suitable for fresh graduate
Company address
Offer ID: #1182873,
Published: 23 hours ago,
Company registered: 2 months ago
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