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Home
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Jobs in Kalol
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Skillventory
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Relationship Manager

Relationship Manager

3 - 8 years

|

3 - 6 Lacs

Kalol Idar Himatnagar

Posted:4 weeks ago| Platform:

Apply

Skills Required

Liabilities HNI Sales Casa HNI Acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Managing and growing a portfolio of HNI clients.
Identifying and acquiring new HNI clients.
Providing financial advice and solutions tailored to HNI clients' needs.
Cross-selling and upselling bank products and services.
Monitoring client portfolios and investment performance.
Ensuring client satisfaction and resolving any issues or concerns.
Recording all sales activities accurately and adhering to compliance guidelines.
Developing and implementing strategies to deepen client relationships and increase profitability

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