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Relationship Manager | Portfolio Management


I Mates Consultants


Location

Kochi | India


Job description

Scope of the Role: Sourcing and Managing HNI Clients for the bank. Cross sell of other financial products like fixed deposits, Forex, Insurance ,Mutual funds.. etc.

Job Description:

1) Acquisition of High Value Savings and Current Accounts.

2) Deepening the existing relationships by cross sell of various other financial products.

3) Conduct marketing activities to get the attention of the target population.

4) Keep a relationship record of the clients.

5) Provide the best possible customer support for the clients who has tagged to your attention of the target population.

Scope of the Role: Sourcing and Managing HNI Clients for the bank. Cross sell of other financial products like fixed deposits, Forex, Insurance ,Mutual funds.. etc.

Job Description:

1) Acquisition of High Value Savings and Current Accounts.

2) Deepening the existing relationships by cross sell of various other financial products.

3) Conduct marketing activities to get the attention of the target population.

4) Keep a relationship record of the clients.

5) Provide the best possible customer support for the clients who has tagged to your attention of the target population.


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