Relationship Manager - Wealth (hni/ultra HNI)

Quotient Consultancy
  • Trivandrum
  • 10-14 lakh
  • 3-8 years
  • 18 May 2015

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

An Relationship Manager handles a group of High Net Worth

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


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

Competencies/Skill sets for this job

Hni Customer Profitability Ultra Hni Financial Liabilities Wallet

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About Organisation

Quotient Consultancy