Priority Relation Manager - Leading Bank
- AV Global Advisory
- 6 to 10 Yrs
- Multi-City, India
- 3 years ago
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Job Description
Role- Priority Relationship Manager
Location- Kurnool, Nellore, North Vizag ,Rajahmundry, Tirupathi, Vizag Central, Hyderabad, Chennai
Key Responsibilities:
- Provide financial solutions to the Priority 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.
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
- Knowledge of banking products and services.
- Ability to manage complex client situations.
- Good communication (both verbal and written) skill in both English and the local language.
- Ability to handle pressure and meet deadlines.
- Good networking and relationship building skills.
Qualifications:
Optimal qualification for success on the job is:
- Graduation/ Post graduation from a recognized institute.
- 6-10 years managing High Net worth clients.
Interested candidates can share your profiles to hidden_email/WhatsApp profiles to hidden_mobile.
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services Role Category: Sales / BD Functional Area: Not ApplicableRole/Responsibilies: Priority Relation Manager - Leading BankContact Details:
Company: AV Global AdvisoryLocation(s): Multi-City, India
Keyskills: wealth private banking nri hni wealth manager
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