Recruiter at TekPillar Services Pvt Ltd
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Branch Relationship Manager - Sales - Insurance (2-3 yrs)
Roles and responsibilities :
- Meet annual goals / budgets set by manager for self
- Develop existing and new relationships
- Adhere to client coverage framework to involve line management in regular client engagement
- Execute pricing discipline as per minimum pricing guidelines
- Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
- Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
- Cultivate and manage relationships with other areas of BNP Paribas to ensure to promote cross selling
- Ensure product documentation including credit facilities is at all times correct and appropriate
- Maintain good level of knowledge of the Bank's systems and regulatory environment
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