Relationship Manager - Sales - BFSI

Position: Relationship Manager/Senior Relationship Manager

Location: South Mumbai

For the mentioned position, I listed below certain additional requirements we are looking at:

- Managing Investment Portfolio's of HNW Privy Customers.

- Acquiring New High Net Worth Customer & developing their Relationship across all range of bank offerings and deepening of existing Privy Relationship.

- Maintaining and enhancing existing relationship value of each client & their family households.

- Taking adequate measure to monitor the inflow/outflow of funds and Guiding the Clients in the long term wealth creation & portfolio management by advising them proper investment plans as per Asset Allocation Module of the Bank.

- Need to grow the bank CASA & Promote Various Third party Products like MF, Insurance, FD, PMS, Forex, Business Banking, Assets Etc.

- Responsible for activities regarding sales, marketing, customer acquisition, customer relation management, & maximizing revenue

- To Ensure High Level of Customer Satisfaction.

- Monitoring the Daily Activity, Weekly Activity, Monthly Targets and Yearly targets

Gagan Deep Sharma
Emerald Management Services

Salary offered: 12-18LPA