Department: Retail Liabilities Privy
Reporting Relationships: Privy Area Manager
Position Grade: Manager/ Senior Manager
Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing
category A priority customers.
Sources new bank customers through external individual efforts and acquisition channel.
Ensures high levels of customer service orientation and application of bank policy.
Cross sells bank products to existing set of customers.
Informs customers of new products or product enhancements to further expand the banking
Plans and conducts special sales initiatives and events for prospective and existing clients.
Coordinates with other group companies to provide seamless access to other products.
Maintains complete relationship record for assigned customer accounts.
Developing and maintaining banking relationships with a select group of high net worth customers
through individualized customer service.
Graduate - 4 -6 years of experience AMFI / IRDA
Post Graduate - 2 -4 years of experience AMFI / IRDA.
CTC-12 to 14L
Interested candidates can share resume at email@example.com or contact Jyoti 02240697709
Salary: Not Disclosed by Recruiter
Industry:Banking / Financial Services / Broking
Functional Area:Sales, Retail, Business Development
Role Category:Retail Sales
Role:Sales/Business Development Manager
Desired Candidate Profile
Contact Company:Quotient Consultancy