Team Lead at V-Konnect Associate
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Relationship Manager - Sales - Bank (2-10 yrs)
Job Description :
- Managing the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Identify current and potential relationship with additional revenue potential and grow business
- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- Increase CASA balance in allocated portfolio either through Deepening or Acquisition
- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
- Face to the client and First person Responsible for service and sales satisfaction of mapped clients
- Financial Planning and Investment Advisory to HNI clients
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