Rm(manager/sr. Manager)

Praaxis Consultants Pvt Ltd
  • Delhi
  • 10-13 lakh
  • 3-8 years
  • 19 Feb 2015

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Handling a group of High Net Worth Clients of the branch.

Profiling Customers and provide financial products to meet customer needs

Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs

Increase liabilities size of relationship via balances in accounts of existing customers

To Enhance & Retain customer profitability by capturing larger share of Wallet

Ensure profitability of the portfolio: Generate high Income per Customer

Acquire new customers who meet product criteria through cross-referencing.

Minimum 3 yrs of experience in Wealth, bancassurance/ distribution Channel/ direct sales/ Alternate Channel , will be a preference.

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Praaxis Consultants Pvt Ltd