KMBL - Affluent RM - - Aatish Verma - Nov

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 relationship
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
Job Requirements:

Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
MIS generation
Graduate - 4 -6 years of experience AMFI / IRDA
Post Graduate - 2 -4 years of experience AMFI / IRDA

Required Skills

imperia relationship manager, Burdundy RM, Insignia RM, Portfolio Handling, priority relationship manager, city gold rm, wealth relationship manager, Wealth RM