Personal Banker

3 weeks ago

Ernakulam, India I Mates Consultants Full time

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**Posted By**:I Mates Consultants | **Posted on**: June 10, 2023**:

- India Ernakulam/Cochin/Kochi
- 400000-600000 RS
- 3-4
- **Hiring Preference**:
**Scope of the Role**: Scope of the Role - Manage the pool of NRI clients, cross sell of products like Assets, Mutual Fund, Forex.. etc to the existing clients.

1) Direct handling of NR HNI clients assigned in the territory.

2) Cross sell of banking assets,forex,mutual fund,insurance and CASA products to the existing clients mapped.

3) Regular interaction with the clients through phone,whats app.and personal meeting also needed as and when the client available in the country.

4) Keep and maintain proper relationship record as well as the client meeting reports.

Grade - Deputy Manager

**Skills**:
relationship manager

portfolio management

mutual fund

nr banking

bancassurance

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