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Location

Bangalore | India

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Job description

Scope of the Role: Managing the High Net Worth customers of the Bank and achieving the targets assigned in terms of cross selling and Acquisitions .

Job Description:
1) Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

2) Profiling Customers and provide financial products to meet customer needs.

3) Sales targets spread across Liabilities, Retail Assets, , Forex, Credit Cards, Online trading etc.

4) Providing financial planning & Investment Advise.

5) One point contact for all requirements of High Net Worth customers in the Branch.

Ideal Candidate: Candidates having very good experience in portfolio management of HNI / corporate clients for multiple products from Banks, Securities, and other BFSI

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Job tags

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Salary