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Relationship Manager_Bank_Goa Location

5.00 to 10.00 Years   Panaji   06 Mar, 2022
Dreams Solutions
Job LocationPanaji
EducationNot Mentioned
SalaryRs 5 - 10 Lakh/Yr
IndustryRecruitment Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Job Responsibilities :
    • Managing 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 customers Desired Candidate Profile:
    • Any Graduate/Post Graduate/ Professional Degree with Minimum 3 years of work experience in Retail Branch Banking
    • Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.
    • Good Relationship Management & service focus Skills
    • Good Communication, Presentation, Interpersonal & Influential Skills.
    • Knowledge of liability products, third party products like Mutual Fund, Insurance.
    ,

Keyskills :
salesmarketinginsurancecustomer relationsbankingthird party productsunit trustsmutual fundscross sellingretail assetsonline tradingbanking productsbusiness bankingfinancial planningfinancial productsliability productsfamily partnerships

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