Ssm Pa

4 days ago


Jalandhar Punjab, India Bharti Consultants Full time

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
- 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

**Required Skills**:
key account manager, priority relationship manager, imperia relationship manager, citigold relationship manager, citigold rm, business development manager, burgundy relationship manager, exclusive relationship manager, senior banking partner, senior relationship manager, hni relationship manager, AFI, Alternative investment fund, PMS, Portfolio management services, MDRT, CFA