Priority Banking Relationship Manager - Leading Bank

5.00 to 10.00 Years Mangalore 22 Mar, 2024

Job Location	Mangalore
Education	Not Mentioned
Salary	Rs 6 - 12 Lakh/Yr
Industry	BFSI
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

Provide financial solutions to the Priority 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 monthly.
Record and track all engagement activities through the CRM system.
Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Keyskills :
wealth managementwealthhnw

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Priority Banking Relationship Manager - Leading Bank

Job Description

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