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Relationship Manager | Private Bank

Place of work Mumbai
Contract type -
Start date -
Salary -

Job details

Job description, work day and responsibilities

• To Handle the portfolio of HNI customers of the bank and cross-sell various products according to clients' needs.
• Liability Product selling, education on product features
• Acquire new customers through referrals from existing customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality/hygiene parameters of the portfolio
• Cross-selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
• Joint calls are being done along with Supervisor as per the defined process
• Advisory services are to be offered based on the customer's requirements.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets
• Achievement of income plans and other benchmarks within the portfolio

Requirements:
• Graduate preferably Management Graduate.
• Developing and maintaining banking relationships with a select group of high-net-worth customers through individualized customer service.
• MIS generation.

Job Information:
• Industry: Banking
• Work Experience: 4-5 years
• Salary: Upto + Lac Per Annum
• City: Mumbai / Navi Mumbai / Thane

Company address

India
Maharashtra
Mumbai Show on map Get directions
Company Name: MintSkill HR Solutions LLP
You will be redirected to another website to apply.
Apply on Website
Offer ID: #685057, Published: 5 days ago, Company registered: 2 years ago

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