Founder at Munsar Services
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Relationship Manager - Privy - Bank (3-5 yrs)
Job Role:
1. Sourcing of New to Bank business accounts
2. Assisting the client business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc
3. Assisting the business owner with credit facilities like Home Loan/ Car Loan/ LAP/priority credit card/etc
4. Assisting the business owner and his family with their personal investments like MF/Term Deposit/insurance/etc
5. Other relevant business opportunities
Job Requirements:
6. Ability to source HNI Business Banking Accounts
7. Thorough knowledge of Current Account/Trade Account opening/transaction processes
8. Strong Communication skills with assertive attitude
9. Knowledge of Trade, Forex and Business Assets
10. Strong follow up ability & keenness
11. Ability to spot opportunities in the portfolio for Upselling/Xselling bank product
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