Job Description
Assist HRM in executing successful micro-events for acquisition of new clients
Acquire new accounts from group companies / family of existing customers
Acquire new accounts from referrals from existing customers
B. Relationship Building / Deepening / Cross Sell
Ensure consistent growth of the Savings portfolio
Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book
Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets
Acquire new accounts from group companies / family of existing customers
Acquire new accounts from referrals from existing customers
B. Relationship Building / Deepening / Cross Sell
Ensure consistent growth of the Savings portfolio
Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book
Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets
💡 Quick Summary
Seeking a career-building opportunity? The RM Private Banking with an MNC Bank position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi, Delhi 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.
