Relationship Management Relationship Management
Exp. 1 - 3 Year(s)
Job Posted: 3 months ago
1 - 3 year(s)
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.