Wealth Management - Relationship Manager/Imperia Relationship Manager

Krehsst Recruitment Solutions
  • Kolkata, Bhubaneshwar, Guwahati
  • Confidential
  • 2-7 years
  • 1088 Views
  • 15 Jul 2016
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  • Sales/ Business Development/ Account Management, Investments

  • Banking - Retail
Job Description

Relationship Manager-

Responsibilities

Managing the Super High Net Worth customers of the Bank

Providing Financial planning & Investment Advise

Profiling Customers and provide financial products to meet customer needs

Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

Ensuring the highest levels of service to the High Net Worth customers

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

Preferred Skills: AMFI and IRDA Certification

Imperia Relationship Manager-

Handles a group of Super High Net worth Imperia Clients

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

Desired Candidate Profile

Candidates from any industry with experience in Direct Sales/ Business Development/ Retail Sales/ Relationship management/ Key accounts management may apply.
Excellent Communication and customer service skills.
Should have the skill to achieve targets and contribute to business growth.

 


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Krehsst Recruitment Solutions