Leading Bank hiring Affluent RM - Across Delhi
- Rekrut India
- 5 - 10 years
- Noida, Gurugram
- 4 years ago
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Job Description
Hi,
Greetings from Rekrut India!!
We are hiring for leading bank for RM Across Delhi / NCR:
Job Location: Gurgaon, Noida, Delhi
About the Role:
The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience
Key Responsibilities:
- Provide financial solutions to the customers while maintaining high service standards
- Maintain complete customer profile including the risk profile, demographics and assets in the bank
- Enrich relationships and garner higher wallet share through customer engagement activities
- Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
- Identify potential customers who can be sold tailored products to enhance product penetration
- Acquire new customers by converting referral leads
- Achieve targets as assigned by the organization on a monthly basis
- Record and track all engagement activities through the CRM system
- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Share cv bh******m@re********a.com and call 9643332***
Job Classification
Industry: BankingFunctional Area: Sales & Business Development, Role Category: Retail & B2C SalesRole: Retail & B2C SalesEmployement Type: Full timeEducation
Under Graduation: Any GraduatePost Graduation: MBA/PGDM in FinanceContact Details:
Company: Rekrut IndiaLocation(s): Noida, Gurugram
Keyskills: relationship management Wealth Management hni Portfolio Management Sales Priority Banking Acquisition ntb banking
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