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Elite Relationship Manager Mumbai

5 months ago

Mumbai, India Mintskill HR Solutions LLP Full time
Job Description
  • To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
  • Liability Product selling, education on product features
  • Acquire new customers through referrals from existing customers who meet product criteria
  • Regular interaction with the customer to build rapport to understand and update the profile.
  • Enhance the Overall value/book size of the portfolio
  • Maintain the overall quality / hygiene parameters of the portfolio
  • Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
  • Joint calls being done along with Supervisor as per defined process
  • Advisory services to be offered based on the customers requirement.
  • Attrition control of customers
  • Achieving MTD and YTD Revenue Targets
  • Achievement of income plans and other benchmarks within portfolio


RequirementsEducational Qualifications: Graduation/Post-Graduation

Certifications:
NISM V-A Certification
IRDA Certification
NCFM Certification (Optional)
CAIIB (Optional)
Internal Certification
GI certification
Key Skills:
Sales and Influencing Skills
Banking Product & Process Knowledge
NRI Product and Regulatory Knowledge
Planning and Organizing Skills
Communication
Knowledge of Competition & Current trends in financial Industry.
Experience Required:
Minimum experience in years – 3 Years
Exposure to banking, Banca insurance, Wealth Management are encouraged to apply

Requirements
Graduate preferably Management Graduate. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. MIS generation.