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Kapil Marwaha

Proprietor at Munsar Services

Last Login: 19 November 2024

Job Views:  
2653
Applications:  49
Recruiter Actions:  16

Job Code

537503

Relationship Manager - Privy - Bank

3 - 5 Years.Bangalore
Posted 6 years ago
Posted 6 years ago

Job Role:

1. Sourcing of New to Bank business accounts

2. Assisting the client business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc

3. Assisting the business owner with credit facilities like Home Loan/ Car Loan/ LAP/priority credit card/etc

4. Assisting the business owner and his family with their personal investments like MF/Term Deposit/insurance/etc

5. Other relevant business opportunities

Job Requirements:

6. Ability to source HNI Business Banking Accounts

7. Thorough knowledge of Current Account/Trade Account opening/transaction processes

8. Strong Communication skills with assertive attitude

9. Knowledge of Trade, Forex and Business Assets

10. Strong follow up ability & keenness

11. Ability to spot opportunities in the portfolio for Upselling/Xselling bank product

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Posted By

user_img

Kapil Marwaha

Proprietor at Munsar Services

Last Login: 19 November 2024

Job Views:  
2653
Applications:  49
Recruiter Actions:  16

Job Code

537503

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