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Senior Relationship Manager

Senior Relationship Manager

Quotient Consultancy

6 - 10 years

7 - 10 Lacs

Mumbai Suburbs Navi Mumbai Mumbai (All Areas)

Posted:2 months ago| Platform:

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relationship manager Casa bank General Insurance Life Insurance Retail Liabilities TPP Current Account

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Job Type

Full Time

Job Description

Job Description Client Relationship Management Manage existing client portfolio, focusing on Wealth products (Banking, LI, GI, MF, Gold). Acquire new clients through referrals and self-generated leads. Implement engagement programs for client retention. Build rapport and adapt to different customer needs. Provide financial advice on investments, insurance, and banking transactions. Uphold honesty, transparency, and integrity. Sales & Targets Achieve product mix and cross-sell targets. Maintain high productivity in the sales process. Acquire high-value customers through referrals. Ensure customer coverage per approved Relationship Matrix. Educational Qualifications Graduation Post-Graduation Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

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Quotient Consultancy

www.quotientconsultancy.com

Consulting

New York

50 Employees

98 Jobs

Key People

Jane Doe

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John Smith

Chief Financial Officer
Emily Clark

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