Role : Affluent RMGrade : AVP & DVPLocation : Gurgaon Noida, Delhi, Ghaziabad, Gautambudh Nagar, GreaternoidaRole:Managing Ultra HNI Investment portfolio, looking after their investment needs and advising suitable products to Clients accordingly.JD:Job Role:- Develops and to source high net worth (HNI) customers relationships for liabilities - Sources new bank customers though external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing set of customers - Informs customers of new products/product enhancement to further expand the banking relationship - Plans and conducts special sales initiatives/events for prospective and existing clients - Coordinates with other group companies to provide seamless access to other products - Maintains complete relationship record for assigned customer accountsJob Requirement: - NISM/IRDA/AMFI must be certified - Fluent in communication skills, presentable and a quick grasping power, go getter - Decision making skills with good sense of understanding the clients requirements - Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management - Banking/NBFC will be preferred with portfolio management - Age : Up to 40 - Experience : Minimum 10+ Years with strong and decent stability in his/her career - Grade : AVP/DVPInterested candidates can share cv with preferred location on : whatsaap only cv (8448616374) (ref:updazz.com)
updazz .com
MNCJobsIndia.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.