.. for connecting and engaging with partners End to end account management and driving sustainable performance of their portfolio 2. Portfolio Management and Driving Growth: Grow net revenue in the market by producing business plans to achieve revenue goals, ensuring inventory levels exceed demand throughout .. read more
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
Qualification -
- Graduate - 4 -6 years of experience AMFI / IRDA
- Post Graduate - 2 - 4 years of experience AMFI / IRDA
Exp :
Minimum 5 years
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