AV Global Advisory Services
Location
Bangalore | India
Job description
Role-Priority Relationship Manager - Leading Bank
Location - Chennai, Bangalore ,Hyderabad
Key Responsibilities :
- Provide financial solutions to the Priority customers while maintaining high service standards.
- Maintain complete customer profile including the risk profile, demographics and assets in the bank.
- Enrich relationships and garner higher wallet share through customer engagement activities.
- Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products.
- Identify potential customers who can be sold tailored products to enhance product penetration.
- Acquire new customers by converting referral leads.
- Achieve targets as assigned by the organization on a monthly basis.
- Record and track all engagement activities through the CRM system.
- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
- Knowledge of banking products and services.
- Ability to manage complex client situations.
- Good communication (both verbal and written) skill in both English and the local language.
- Ability to handle pressure and meet deadlines.
- Good networking and relationship building skills.
Qualifications:
Optimal qualification for success on the job is:
- Graduation/ Post graduation from a recognized institute.
- 6-10 years managing High Net worth clients.
Interested candidates can share your profiles to WhatsApp profiles to hidden_mobile .
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