Talent Acquisition at Mintskill HR Solutions LLP
Views:110 Applications:37 Rec. Actions:Recruiter Actions:17
Senior Relationship Manager - Sales - Bank (3-12 yrs)
Leading Private bank hiring Relationship Managers/Wealth Managers in Multiple locations.
- A minimum of 3 years of experience in Portfolio Management in any Private Bank is required.
Job Description :
- To Handle a portfolio of HNI customers of the bank and cross-sell various products according to clients' needs.
- Liability Product selling, education on product features
- Acquire new customers through referrals from existing customers who meet product criteria
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Maintain the overall quality/hygiene parameters of the portfolio
- Cross-selling Third Party Products of the bank based on the customer need Like MF/ Insurance/RBI Bonds
- Joint calls being done along with Supervisor as per the defined process
- Advisory services to be offered based on the customer's requirement.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
- Achievement of income plans and other benchmarks within the portfolio
Requirements :
- Graduate preferably Management Graduate.
- Developing and maintaining banking relationships with a select group of high-net-worth customers through individualized customer service.
- MIS generation.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
