Relationship Management Relationship Management

Job Views: 1
Exp. 1 - 3 Year(s)
Delhi (Delhi)
Job Posted: 3 months ago
Financial products
Mutual Fund
Current Account
Savings account
Other Details
Work Experience
1 - 3 year(s)
Job Description

Job Description

  • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the client relationships.
  • Profiling Customers and providing financial products to meet customers' needs
  • Ensuring the highest levels of service to the High Net Worth customers
  • Providing financial planning & Investment Advice
  • Providing Sales targets spread across Liabilities/ Assets.
  • Acquisition & Servicing of customers
  • Maintaining and improving existing asset portfolio quality
  • Sourcing new business
  • Knowledge of the Banking Industry and Financial Markets is a must
  • Should have good knowledge of financial products like Mutual Fund, Insurance, Current Account, Savings account etc.