Relationship Manager - HNI Client Acquisition - Retail Banking

Exceed Consulting
  • Kolkata
  • Confidential
  • 2-7 years
  • 178 Views
  • 06 Oct 2015
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  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Job Description:

- Build the business, deepen relationships and managing key and potential HNI customers

- Utilize portfolio management to lower attrition and maximize revenue to achieve sales target

- Assess customer needs and make appropriate relationship enhancement recommendations through financial needs analysis

- Provide financial planning & Investment Advise to ensure the highest levels of service

- Ensure current and prospective customers have a consistent, superior experience with the bank

- Comply to various company compliance policy in selling


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Exceed Consulting