Review individual account relationships to determine the banking and investment needs of clients
Identify the risk profile of the customer .
Identify potential investment products for clients .
Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services.
Interested candidate can send their resume @ firstname.lastname@example.org or for any queries call on 02240697704.
Salary: INR 9,00,000 - 15,00,000 PA.
Industry:Banking / Financial Services / Broking
Functional Area:Sales, Retail, Business Development
Role Category:Channel Sales
Role:Client Relationship Manager
Desired Candidate Profile
Recruiter Name:Pinky Vijan
Contact Company:Quotient Consultancy