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> 3+ years of experience in Branch Banking or Relationship Management.
Proven track record in insurance sales with consistent target achievement.
Experience managing an existing customer portfolio and building long-term customer relationships.
Strong expertise in cross-selling banking products such as Insurance, Mutual Funds, Fixed Deposits, CASA, Loans, and other investment products.