Relationship Manager

3 - 8 years

4.75 - 8.5 Lacs P.A.

Pune, Mumbai (All Areas)

Posted:4 weeks ago| Platform: Naukri logo

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Skills Required

Mutual FundsCasaPortfolio ManagementThird Party ProductsCurrent AccountInvestment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory:

Upman Placements
Not specified
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