Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.
- Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.
- Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio.
- Easily establish relationship with customers and build a rapport.
- Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.
- Is able to instill confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions.
- Maintenance of highest order of honesty, transparency and integrity in all his actions.
- Experience5 - 11 Years
- No. of Openings3
- EducationAny Bachelor Degree
- RoleClients Relationship Manager
- Industry TypeBanking / Financial Services / Stock Broking
- Gender[ Male / Female ]
- Job CountryIndia