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Hiring Candidates For Burgundy RM Wealth Management

7.00 to 12.00 Years   Bangalore   05 Sep, 2023
SKILLVENTORY
Job LocationBangalore
EducationNot Mentioned
SalaryRs 12 - 24 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    JD -
    • Provide financial solutions to the Wealth customers while maintaining high service standards
    • Maintain complete customer profile including the risk profile, demographics and assets in the bank
    • Enrich relationships and garner higher wallet share through customer engagement activities
    • Deepen the existing relationships by cross selling the Banks products and services/ third party investment products
    • Identify potential customers who can be sold tailored products to enhance product penetration
    • Acquire new customers by converting referral leads
    • Achieve targets as assigned by the organization on a monthly basis
    • Record and track all engagement activities through the CRM system
    • Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Keyskills :
hni saleshni client handling

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