Brief of Job Responsibilities of RM at different levels
- An Relationship Manager handles a group of High Net Worth Imperia Clients
- Profiling Customers and provide financial products to meet customer needs
- Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs
- Increase liabilities size of relationship via balances in accounts of existing customers
- To Enhance & Retain customer profitability by capturing larger share of Wallet
- Ensure profitability of the portfolio: Generate high Income per Customer
- Acquire new customers who meet product criteria through cross-referencing
Requirements
- Education: Any Post Graduate/Professional Degree.
- Minimum 3 years of working experience in the related field is required for this position. Should have experience of handling HNI clients
- Candidate should be confident, smart & aggressive in sales and have excellent communication skills
- Should have good knowledge of all Banking Products
- Should have a good knowledge of Third Party Products like Mutual Fund, Insurance
Certifications