Relationship Manager - Retail Banking

Exceed Consulting
  • Mumbai
  • Confidential
  • 2-7 years
  • 06 Oct 2015

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

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

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Exceed Consulting