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Imperia Customer Relationship Manager

3.00 to 8.00 Years   Bangalore   02 Jun, 2020
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryRecruitment Services
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

Job ProfileManaging the High Net Worth customers of the Bank Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Ensuring the highest levels of service to the High Net Worth customers Providing Financial planning & Investment Advise Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. One point contact for all requirements of High Net Worth customers in the Branch Acquisition & Servicing of High Net Worth customersSkillsetsKnowledge of all Banking Products, Mutual Fund, Insurance, wealth, portfolio,

Keyskills :
sales crm customerservice marketing delivery mutualfunds crossselling riskmanagement fundaccounting businessbanking financialanalysis financialplanning etailassets onlinetrading bankingproducts financ

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