Relationship Manager

Quotient Consultancy
  • Mumbai, Pune
  • 10-12 lakh
  • 3-8 years
  • 37 Views
  • 19 Mar 2015
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  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

ROLES & RESPONSIBILITIES :
Both would be individual RM roles ( HNI / SHNI Portfolio management)
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

High Net Trading Acquisition Hni Financial Planning Liabilities

Job Posted By

About Organisation

Quotient Consultancy