Relationship Manager Casa Sales Bank (3 5 Yrs) Mumbai/pune/bangalore (bfsi Sales)

Year    Mumbai, Maharashtra - Pune, Maharashtra, India

Job Description


- Please Note:- Candidates must have experience specifically in retail banking or branch banking for retail liabilities.Freshers are not eligible to apply.Candidates from other industries will not be considered.Only local candidates will be considered; relocation requests will not be accommodated.Salary: Upto to 15 LPA + IncentivesAge: Upto 38 yearsAs an HNI Relationship Manager, you will be responsible for managing and nurturing a portfolio of High Net Worth Individuals (HNI) customers. Your role involves understanding client needs and offering tailored financial solutions through the cross-selling of various banking products. :- Excellent communication and relationship-building skills.- Manage and grow a portfolio of HNI customers, providing tailored financial solutions.- Educate clients on liability products and cross-sell based on their needs.- Acquire new customers through referrals and enhance the portfolio\'s value.- Maintain portfolio quality, ensuring compliance and risk management.- Offer advisory services and third-party products like Mutual Funds, Insurance, and RBI Bonds.- Achieve monthly and yearly revenue targets and benchmarks.Requirements :- Graduate / Postgraduate: 3+ years of experience with AMFI/IRDA certification.- Strong in customer acquisition, retention, and revenue generation.- Excellent communication and relationship-building skills. (ref:updazz.com)

updazz .com

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Job Detail

  • Job Id
    JD3434444
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra - Pune, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year