Relationship Manager |Preferred|

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Customer Care
1 month
India
Rajasthan
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ID: 187723
Published 1 month ago by Abacus Consultants
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In Customer Care category
Jaipur, Rajasthan, India
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Any Graduate

HNI Sales

Responsibilities
• Acquisition of new Preferred customers
• Enhancement deepening of the existing relationship by cross-selling products and services as per the profile need of the customer
• Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
• Utilizing the sales resources (BDR or Contractual Executives or Asset Coordinator) for optimal sales support
• Sales across all product segments – Third Party Products, Assets, Cards etc.
• Ensure certification of documentation required for opening and maintaining customer accounts
• Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)

Requirements
• Candidate must possess at least a Graduate/Post
• Graduate/Professional Degree in any field.
• At least 3 years of working experience in the related field is required for this position.
• Preferably Managers specializing in Banking/Financial Services or equivalent
• Job role in Retail Banking / Branch Operation or equivalent
• Knowledge of the Banking Industry and Financial Markets
• Good Relationship Management service focus Skills
• Good Communication Presentation Skills
• Interpersonal Influential Skills.
• Should have a good knowledge of Liability and Third Party Products like Mutual Fund, Insurance
• Certification:
• AMFI Certification
• NCFM Certification (Optional)
• CAIIB (Optional)
• Internal Certifications

EDUCATIONAL QUALIFICATION Any Graduate

CTC Range - + lkh ~ 10 lkh

Job location - Jaipur Read more

Published on 2025/09/10. Modified on 2025/09/10.

Description

Any Graduate

HNI Sales

Responsibilities
• Acquisition of new Preferred customers
• Enhancement deepening of the existing relationship by cross-selling products and services as per the profile need of the customer
• Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
• Utilizing the sales resources (BDR or Contractual Executives or Asset Coordinator) for optimal sales support
• Sales across all product segments – Third Party Products, Assets, Cards etc.
• Ensure certification of documentation required for opening and maintaining customer accounts
• Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)

Requirements
• Candidate must possess at least a Graduate/Post
• Graduate/Professional Degree in any field.
• At least 3 years of working experience in the related field is required for this position.
• Preferably Managers specializing in Banking/Financial Services or equivalent
• Job role in Retail Banking / Branch Operation or equivalent
• Knowledge of the Banking Industry and Financial Markets
• Good Relationship Management service focus Skills
• Good Communication Presentation Skills
• Interpersonal Influential Skills.
• Should have a good knowledge of Liability and Third Party Products like Mutual Fund, Insurance
• Certification:
• AMFI Certification
• NCFM Certification (Optional)
• CAIIB (Optional)
• Internal Certifications

EDUCATIONAL QUALIFICATION Any Graduate

CTC Range - + lkh ~ 10 lkh

Job location - Jaipur
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