KMBL - Affluent RM - Gurgaon - Aatish Verma - Nov

4 days ago

Mumbai, Maharashtra, India Bharti Consultants Full time

Job Profile:

  • 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 Requirements:

  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
  • MIS generation
  • Graduate years of experience AMFI / IRDA
  • Post Graduate years of experience AMFI / IRDA

Required Skills

imperia relationship manager, Burdundy RM, Insignia RM, Portfolio Handling, priority relationship manager, city gold rm, wealth relationship manager, Wealth RM

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