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Preferred Relationship Manager

Fresher   Bharuch   11 Sep, 2025
Unidus Services
Job LocationBharuch
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships.To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.Responsibilities :
    • HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)
    • Operations, Marketing & Processes
    • Increase in wallet share
    • Product Penetration & contribution towards focused product
    • Customer Service
    Experience Required :Minimum experience in years - 6Skills Required :
    • Sales and Influencing Skills
    • Banking Product & Process Knowledge
    • NRI Product and Regulatory Knowledge
    • Planning and Organizing Skills
    • Good Communication skills
    • Knowledge of Competition & Current trends in financial Industry.
    If you are interested contact me hidden_email or hidden_mobile

Keyskills :
salesbanking salesinsurance salesdirect salesbancassurance salescustomer relationshipfield sales

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