HR Recruiter at Tekpillar Services Pvt Ltd
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Portfolio Relationship Manager - Sales - Bank (3-6 yrs)
India's Leading Bank is looking for a Portfolio Relationship Manager in Retail Branch Banking Department.
Job Roles and 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 providing 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
Desired Candidates Profile :
- Bachelor's degree in any stream
- 3 to 6 Years of Sales and Marketing experience required in the Banking, Finance, and Insurance domain
- 1 to 3 Years of experience required in Portfolio Management
- Excellent verbal and written communication skills
- Powerful negotiation and interpersonal skills
- Ability to work in a team or individually as and when required
Kindly Contact Us - For more information about the Job Opening:
Divya P | HR Team
Phone/WhatsApp: +91 7202076763
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