Leading Private Bank
HNI Relationship Manager |Sr| Manager|SAVE L Leading Private Bank Faridabad| Haryana
₹ Check with seller / month
✓ Actively Hiring
📍 Faridabad
💼 Full Time
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Job at a Glance
- Category
- Bank
- Location
- Faridabad, Haryana, India
- Salary
- Check with seller
- Job Type
- Full Time
- Company
- Leading Private Bank
- Status
- Open & Active
Job Description
• Provide financial solutions to the HNI 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 Banks 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
• 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 Banks 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
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