Priority Relationship Manager - Leading Bank @ AV Global Advisory

Job Description

Urgent Vacancy with Leading Banking

Role-    Priority Relationship Manager

Location- Trivandrum

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 profiles to hidden_email/ WhatsApp to hidden_mobile

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