Relationship Manager-HNI Customer - Leading Bank

ABC Consultants Pvt. Ltd.
  • Bangalore
  • Confidential
  • 4-13 years
  • 27 Feb 2015

  • Sales/ Business Development/ Account Management

  • Banking - Retail, Financial Services/ Capital Markets, Banking - Corporate
Job Description

Preferred Banking RM: (Any Services Industry)

* 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

Competencies/Skill sets for this job

HNI High Net Worth Relationship Management Sales

Job Posted By

Deepti Achhreja
Senior Manager

About Organisation

ABC Consultants Pvt. Ltd.