01Overview
Relationship Management
Suggested Key Skills:
Banking, Financial products, Markets, Mutual Fund, Insurance, Current Account, Savings account
Description:
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the client relationships.
- Profiling Customers and providing financial products to meet customers' needs
- Ensuring the highest levels of service to the High Net Worth customers
- Providing financial planning & Investment Advice
- Providing Sales targets spread across Liabilities/ Assets.
- Acquisition & Servicing of customers
- Maintaining and improving existing asset portfolio quality
- Sourcing recent business
- Knowledge of the Banking Industry and Financial Markets is a must
- Should have good knowledge of financial products like Mutual Fund, Insurance, Current Account, Savings account etc. .
