HR Recruiter at Strategic HR & IT Services
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Relationship/Portfolio Manager - Lending - Bank (3-4 yrs)
Designation: Relationship/Portfolio Manager
Looking for an individual contributor from Banking background with Wealth Management and HNI client handling. Plus, people with Cross-Selling experience will be ideal.
Job Purpose
To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all Faircent.com products & services.
To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management
Key Accountabilities
- Accountable for achieving monthly & annual sales targets.
- Ensure proper implementation & execution of relationship management & investment advisory strategies.
- Aim to increase the penetration of existing customers along with increasing the wallet share.
- Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers.
- Ensure service levels are constantly improving and maintain customer stickiness.
Job Duties & Responsibilities
- Maximize revenue generation and lead closures by supporting marketing team for various digital Campaigns.
- Offer customized portfolio solutions to clients based on their risk/ return and liquidity profile.
- Meeting HNI / Ultra HNI clients & giving investment solutions & designing portfolios for them.
- Transaction management and deal closure from sourcing to ROI generation.
- Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.
- Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints.
- Hands on knowledge on all product launches & upgrades.
- Analyse& suggest innovations/ideas on product & service improvement in addition to service level improvements.
- Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.
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