Freelancer at Quess Corp Ltd
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Relationship Manager - Sales - BFS (5-13 yrs)
- Responsible for including HNI customers into the Preferred program and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships.
- To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
- HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)
- Operations, Marketing & Processes
- Increase in wallet share
- Product Penetration & contribution towards focused product
- Customer Service
Educational Qualifications :
- Graduation
- Post-Graduation
Certifications :
- AMFI Certification
- IRDA Certification
- NCFM Certification (Optional)
Key Skills(examples listed below) :
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- NRI Product and Regulatory Knowledge
- Planning and Organizing Skills
- Good Communication skills
- Knowledge of Competition & Current trends in
Experience Required :
- Minimum experience in years : 5
- Exposure to Portfolio Management segment (Preferred)
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