Posted:2 weeks ago|
Platform:
Work from Office
Full Time
Job Profile : Relationship Manager YES First
Job Responsibilities:
Relationship Management :
o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segmento Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.o Identify current and potential relationship with additional revenue potential and grow businessGenerating Incremental Businesso Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.o Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationshipso Increase balance in allocated portfolio either through Deepening or Acquisitiono Driving higher product and channel penetration to deepen mapped relationships and to Customer Engagement:to Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship valueso Face to the client and First person Responsible for service and sales satisfaction of mapped clientsInvestment Advisoryo Financial Planning and Investment Advisory to HNI clientso Driving revenue business to generate fee income through products like mutual funds, investments and insuranceProcess and Audito Ensure all sales activity is recorded online as per the organizational processo Capture and maximize the business opportunity through detailed client profiling as per organizational process
Warm Regards,
Ishika Mittal
V-Konnect Associates
529, Tower B, Spazedge Mall
Sector 47, Gurugram, 122018
Email: ishika.mittal@vkonnect.com
Phone: 9306459303
www.v-konnect.com
V Konnect
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