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03/04 Anshika Trivedi
Senior HR Executive at Quotient Consultancy

Views:11 Applications:5 Rec. Actions:Recruiter Actions:4

Imperia Relationship Manager - Sales - Bank (8-10 yrs)

Mumbai/Navi Mumbai Job Code: 319920

Job description

Overall Goal :


- Managing High Net worth customers and providing them best in class banking services. Ensuring we are the primary bankers for the customer.

- To enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs and retaining the relationship.

- A one point contact to Imperia customers for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

CASA Sales

Key Result / Responsibility Areas:

- Managing Imperia Portfolio

- Sales to customers

- Customer Services

- Achievement of income plans and other benchmarks

Role Relationship Manager:

Industry Type : Banking

Department : BFSI, Investments & Trading

Employment Type

Role Category : Banking Operations

Education:

UG : Any Graduate

PG : M.Com - Any Specialization, MBA/PGDM - Any Specialization

Key Skills:

- Liability

- Products

- Sales

- HNI Sales

- Portfolio

- Management

- CasaClient

- AcquisitionCasa

- Acquisition

- Relationship Management

- HNI Acquisition

- HNI Client Handling

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