Relationship Manager and Authorizers | Agra and Noida region

5 - 10 years

4 - 9 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Preferred relationship manager-

- Actively participate in Branch operations and sales equally to ensure Branch sales target are met.

- Managing and increasing the portfolio of existing customers mapped and build lasting relationships with

our valued Preferred customers, individuals with significant financial assets and a minimum average monthly

balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.

- Recommend tailored financial solutions ,including investment strategies,asset allocation,and risk management plans. Proactively offer new products and services that align with their needs and contribute to their financial growth

Authorizer-

- Actively participate in Branch operations and sales equally to ensure Branch sales target are met.

- Authorizing transactions related to personal banking services while also playing a role in promoting and selling relevant financial products.

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Mumbai Maharashtra

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