Senior Recruiter at Zecruiters Jobconnect Pvt Ltd
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Relationship Manager - Sales - Loan (3-7 yrs)
looking for RMs for a well known startup in Gurgaon
Location - Gurugram,Mumbai and Ahemdabad
4th Saturday is off
RETAIL
BRANCH RELATIONSHIP RMs
Retail Banking exp of 3 - 7 years
Exp in CA /SA/LI/ MF/LAP/HL/ASSETS /LIABILITIES
- Managing the 360 Degree relationship of clients and responsible for overall growth of Investment business from HNI segment
- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identify current and potential relationship with additional revenue potential and grow.
- Achieving Sales targets spread across Revenue ,Investments AUM, Insurance ,Assets, Investment Banking , Onboarding RRP etc.
- Proactively sell the full range of Advisory solutions , & Investments product to current and potential HNI Relationships
- Ensuring Monthly /quarterly /weekly client meetings & following client onboarding journey as per process laid down by the management .
- Engaging with MF product and Central team for doing Monthly /By Monthly Client Portfolio Reviews.
Skills :
Bachelor's degree in Finance, Business Administration, Economics, or related field , Master's degree or CFA Charter holder is a plus
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