Relationship Manager - Client Servicing - BFSI (2-5 yrs)
Position: Relationship Manager
Location: Bengaluru (Bangalore)
Experience: 1 - 5 yrs.
Job Description:
Candidate Requirement :
- Must have a strong experience in sales and finance
- Strong knowledge in securities & investments, mutual funds and insurance
- Excellent communication, social attitude and confident personality
- Employee friendly and leadership skills
Roles and Responsibilities :
- Acquire new customers who meet product criteria through leads, prospects, cross-referencing etc..
- Profiling customers and provide customers with financial products to meet their needs
- Build robust relationship by cross-selling wealth Products and services according to the customer needs
- Enhance & retain customer profitability, capturing larger share of wallet
- Ensure profitability of the portfolio and help generate high Income per customer
Additional Info :
a. Wealth management experience
b. Must carry a good client book from the previous experience
c. Must have good knowledge in all areas of operations
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
