Privy Wealth Relationship Manager - Bank (5-10 yrs)
Designation : Privy Wealth RM
Location : Mumbai,Ahmedabad
CTC : 10 - 13 Lacs
Grade: M / SM
- Prior experience in banking products like Mutual Funds, Insurance, Dmat, PMS, etc is mandatory
- Only local Mumbai Ahmedabad respectively candidates; Relocation cases will not be considered.
- Candidate should be currently working.
- Need to possess good in Presentation and Communication
Job Description :
1. Develops new and expands existing High Net worth Customer relationships for liabilities.
2. Ensures high levels of customer service orientation and application of bank policy.
3. Cross sells existing bank products to customers.
4. Informs customers of new products or product enhancements to further expand the banking relationship.
5. Plans and conducts special sales initiatives and events for prospective and existing clients.
6. Coordinates with other group companies to provide seamless access to other products.
7. Maintains complete relationship record for assigned customer accounts.
8. Tracks customer complaints/queries and turnaround times for customer satisfaction
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
