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 4 - 15 Years
Salary 5 - 8 LPA
Openings 1
Interested in this opportunity?
Apply for this Job
Verified candidate account required
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
4 - 15 Years
Industry
Banking / Financial Services
Job Location
Cochin , Bangalore
Salary
5 - 8 LPA
Employment Type
Full Time
Number of Openings
1
READY TO APPLY?

Interested in Virtual Relationship Manager | Portfolio Management | A Leading Bank?

Submit your profile and our recruitment team will review your application.

Apply Now