Relationship Manager - Signature

2 - 5 years

6.0 - 10.0 Lacs P.A.

Mumbai, Gujarat

Posted:3 weeks ago| Platform: Naukri logo

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Skills Required

Relationship ManagementWealth ManagementSalesInvestment managementCross selling

Work Mode

Work from Office

Job Type

Full Time

Job Description

1.Portfolio Management regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products 2 Acquiring new relationships through references and catchment mapping 3 Sourcing Family a/cs to strengthen and enhance the relationship 4 Cross selling various engagement products- FD, RD, SIP, Locker, debit and credit cards ad this is an entry level segment 5 Deepening of Portfolio by cross selling various revenue products like Assets, TPP and Liabilities 6 Ensuring the customers are meeting the criteria for Aspire relationships – sourcing quality a/cs 7 Achieving CASA and Total Deposit targets set for the RM 8 Fee Revenue – Fee revenue targets to be met by cross selling multiple product lines to all customers 9 Mandatory certifications (AMFI and IRDA) and other internal training modules to be completed 10 Channel penetration like netbanking, mobile banking, Bill payments , SI registrations and ASBA setup

Boyen Haddin
Boyen Haddin
Not specified
No locations

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