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Waytogo Consultants
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Circle Manager

Circle Manager

Waytogo Consultants

9 - 14 years

20 - 35 Lacs

Rajkot

Posted:2 months ago| Platform:

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Skills Required

circle manager zonal head team handling branch banking regional head retail

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Work from Office

Job Type

Full Time

Job Description

1. Client Acquisition & Relationship Management Acquire and manage high-value Priority Banking customers. Develop long-term relationships by understanding clients' financial needs and lifestyle aspirations. Ensure superior service delivery and personalized banking experience for priority customers. 2. Portfolio Management & Revenue Growth Grow the assigned portfolio by increasing wallet share and ensuring high client engagement. Provide customized financial solutions, including investments, insurance, loans, and wealth management services. Regularly review client portfolios to optimize returns and minimize risks.

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Waytogo Consultants

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San Francisco

50 Employees

82 Jobs

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Skills Required

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