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Verified Job Accounting - Finance

Hiring for Relationship manager for

Indore, Madhya Pradesh
Accounting - Finance
#222341
Remote / WFH

Job Description

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 Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.

One point contact for all requirements of High Net Worth customers in the Branch

Acquisition & Servicing of High Net Worth customers

Desired Candidate Profile:

• Any Graduate/Post Graduate/ Professional Degree with Minimum 3 years of work experience in Retail Branch Banking

• Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.

• Good Relationship Management & service focus Skills

• Good Communication, Presentation, Interpersonal Influential Skills.

• Knowledge of liability products, third party products like Mutual Fund, Insurance
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