Preferred Relationship Manager – Portfolio Handling Role

From 3 to 8 year(s) of experience
₹ Not Disclosed by Recruiter

Job Description

Roles and Responsibilities

Managing the High Net Worth customers of the Bank
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
Profiling Customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the High Net Worth customers
Providing Financial planning & Investment Advice
Sales targets spread across Retail Liabilities like CASA, Insurance, Mutual fund etc.
One point contact for all requirements of High Net Worth customers in the Branch
Acquisition & Servicing of High Net Worth customer




Role:Relationship Manager

Salary: Not Disclosed by Recruiter

Industry:Banking

Functional AreaBFSI, Investments & Trading

Role CategoryGeneral Insurance

Employment Type:Full Time, Permanent

Education

UG:Any Graduate

Company Profile

Forret India Private Limited

Forret India was founded in 2008 with a strong perspective of providing better services and quality staff to customers. Forret India is one of the India's leading providers of executive search consulting services. The organization has rapidly advanced towards excellence by providing credible Placement Consultancy and Recruitment Services. Inspired by the positive feedbacks of Employers as well as the Employees, placed by us, we aim to act as a bridge between them and help in building a long lasting and mutually profitable professional relationship among them.
Company Info
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Recruiter Name:Vishal Varma

Contact Company:Forret India Private Limited

Telephone:9638449638

Website:http://careers.forretindia.com