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 ®ulations</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>