About the opportunity
Job Overview
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.
- 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.
Looking for a candidate with excellent communication skills with 5 years of sales experience in banking with portfolio management experience or sales experience in insurance ,securities,Mutual fund experience can be considered for the role .