Recruiter at Emerald Management Services Pvt Ltd
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Relationship Manager/Senior Relationship Manager - Sales - Bank (10-15 yrs)
Position: Relationship Manager/Senior Relationship Manager
Location: South Mumbai
For the mentioned position, I listed below certain additional requirements we are looking at :
- Managing Investment Portfolio's of HNW Privy Customers.
- Acquiring New High Net Worth Customer & developing their Relationship across all range of bank offerings and deepening of existing Privy Relationship.
- Maintaining and enhancing existing relationship value of each client & their family households.
- Taking adequate measure to monitor the inflow/outflow of funds and Guiding the Clients in the long term wealth creation & portfolio management by advising them proper investment plans as per Asset Allocation Module of the Bank.
- Need to grow the bank CASA & Promote Various Third party Products like MF, Insurance, FD, PMS, Forex, Business Banking, Assets Etc.
- Responsible for activities regarding sales, marketing, customer acquisition, customer relation management, & maximizing revenue
- To Ensure High Level of Customer Satisfaction.
- Monitoring the Daily Activity, Weekly Activity, Monthly Targets and Yearly targets
Gagan Deep Sharma
Emerald Management Services
M : +91.8283088007
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