Job Description
Roles and Responsibilities
Responsibilities of PreferredRM
• 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
Responsibilities of PreferredRM
• 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
💡 Quick Summary
Seeking a career-building opportunity? The Retail Liablities|HNI Portfolio position is now open for candidates interested in the Bank Jobs sector. This role in Vadodara 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.
