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Vinod Pandey

Head at PMS Consulting

Last Login: 24 August 2024

Job Views:  
261
Applications:  63
Recruiter Actions:  58

Job Code

1306332

Preferred Relationship Manager - Bank

3 - 5 Years.Delhi NCR
Posted 1 year ago
Posted 1 year ago

- Managing the High Net Worth Customers of the Bank

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

- Profiling Customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the High Net worth customers providing financial planning and Investment Advise

- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit cards, Online trading etc.

- One point contact for all requirements of High Net Worth customers in the Branch

- Acquisition and Servicing of High Net Worth customers.

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Posted By

user_img

Vinod Pandey

Head at PMS Consulting

Last Login: 24 August 2024

Job Views:  
261
Applications:  63
Recruiter Actions:  58

Job Code

1306332

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