hr1@imatesconsultants.com Cochin, Kerala
Connecting Talent with Opportunity
Career Opportunity

Virtual Relationship Manager | Portfolio Management | A Leading Bank

Banking / Financial Services
Location Cochin, Bangalore
Experience 6 - 15 Years
Salary 6 - 14 LPA
Openings 1
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About the opportunity

Job Overview

<p>As a Virtual Relationship manager build  a relationship with HNI customers through virtually & ensure optimum customer acqusition ,retention and income generation from sales of all appropriate assets,Libaility mutual funds ,insurance &other TPP products of the bank.</p> <ul><li>Ensure retention of customers</li><li>Develop & maintain relationships with HNI customers to ensure their portfolio management needs are  met.</li><li>Generation of refferals from database</li><li>Responsible for cross sell & enhancing relationship with existing customers</li><li>keep up to date with changes in the financial markets &regulations</li><li>Analyze market trends and make recommendations to customer on portfolio adjustments.</li></ul> <p>Looking for a candidate with excellent communication  skills with 5 years of sales experience in banking with portfolio management experience or sales experience in insurance ,securities,Mutual fund experience can be considered for the role .</p>
Candidate fitment

Preferred Candidate Profile

Experience
6 - 15 Years
Industry
Banking / Financial Services
Job Location
Cochin, Bangalore
Salary
6 - 14 LPA
Employment Type
Full Time
Number of Openings
1
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