Relationship Manager - Privy League-PRIORITY-Regional sales

Candidate Experience site (Jalandhar, PB, India) 21 days ago

Role:



· Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers


· Sources new bank customers through external individual efforts and acquisition channel


· Ensures high levels of customer service orientation and application of bank policy


· Cross sells bank products to existing set of Customers


· Informs customers of new products or product enhancements to further expand the banking relationship


· Plans and conducts special sales initiatives and events for prospective and existing clients


· Coordinates with other group companies to provide seamless access to other products


· Maintains complete relationship record for assigned customer accounts



Job Requirement:



· Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services


· MIS generation


· Graduate - 4 -6 years of experience AMFI / IRDA


· Post Graduate - 2 -4 years of experience AMFI / IRDA

Relationship Manager - Privy League-PRIORITY-Regional sales

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