Scope of the Role
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.
Job Description
- Ensure retention of customers
- Develop & maintain relationships with HNI customers to ensure their portfolio management needs are met.
- Generation of refferals from database
- Responsible for cross sell & enhancing relationship with existing customers
- keep up to date with changes in the financial markets ®ulations
- Analyze market trends and make recommendations to customer on portfolio adjustments.
Ideal Candidates
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.