Relationship Manager-HL-Hosur-DCB

0 years

4 Lacs

hosūr

Posted:1 week ago| Platform: GlassDoor logo

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Skills Required

upselling compliance

Work Mode

On-site

Job Type

Part Time

Job Description

  • Build and maintain relationships with High-Net-Worth (HNI) clients in the Hosur region.
  • Provide financial advice and solutions tailored to client needs.
  • Achieve sales targets by cross-selling and upselling financial products.
  • Conduct regular client meetings and reviews to assess financial goals.
  • Stay updated on market trends and financial regulations.
  • Ensure compliance with all banking policies and procedures.

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