Preferred Relationship Manager

18 hours ago


Gurgaon, Haryana, India Dreams Solution Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Role & responsibilities -

  • Managing the High Net Worth customers of the Bank

  • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

  • Profiling Customers and provide financial products to meet customer needs

  • Ensuring the highest levels of service to the High Net Worth customers

  • Providing financial planning & Investment Advise

  • Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.

  • One point contact for all requirements of High Net Worth customers in the Branch

  • Acquisition & Servicing of High Net Worth customers


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