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Maven It Solutions
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Relationship Manager

Relationship Manager

Maven It Solutions

3 - 7 years

|

5 - 8 Lacs

Navi Mumbai Mumbai (All Areas)

Posted:4 hours ago| Platform:

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Skills Required

Portfolio Management Retail Liabilities Casa Third Party Products HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth (Banking products, LI, GI, MF, Gold)
Acquires new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.
Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio.
Easily establish relationship with customers and build a rapport.
Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.
Is able to instil confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions.
Maintain highest order of honesty, transparency and integrity in all actions.

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Maven It Solutions

IT Services and IT Consulting

Easton MA

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