Relationship Manager - Wealth Management - Bank (5-10 yrs) Chennai (BFSI Sales/Marketing)
Brilliant seeker services
4d ago
source :

Duties and Responsibility :

  • Relationship Manager handles a group of High Net Worth Clients.
  • 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 customers.
  • To Enhance & Retain customer profitability by capturing a larger share of the Wallet.
  • Ensure the profitability of the portfolio : Generate high Income per Customer.
  • Acquire new customers who meet product criteria through cross-referencing.
  • Must have skills : Sales, HNI customer handling.

    ref :

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