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Relationship Manager

Relationship Manager

V Konnect

2 - 7 years

6 - 13 Lacs

Jalandhar Chandigarh Panchkula

Posted:-1 days ago| Platform:

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Skills Required

Wealth Management Mutual Funds Cross Selling Third Party Products Retail Branch Banking HNI Client Handling Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Management : - Managing the banking and investments relationship ofT 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 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 YES Bank 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: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process

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V Konnect

www.v-konnect.com

Telecommunications

Lahore Punjab

11-50 Employees

64 Jobs

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John Doe

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Relationship Manager