Preferred Relationship Manager
Internshala
About the job
Responsibilities Managing and increasing the portfolio of existing customers mapped and build lasting relationships withour valued Preferred customers, individuals with significant financial assets and a minimum average monthlybalance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts. Recommend tailored financial solutions ,including investment strategies,asset allocation,and riskmanagement plans. Proactively offer new products and services that align with their needs and contribute totheir financial growth. Review and access the clients portfolio, to align basis market condition and client objective. Cross selling & Up-selling of banking and third party products to contribute to Branch overall targets. Generate leads through Catchment Working, Referrals and Working on the internal databases.
Salary
Probation:
Duration:
Salary during probation: After probation:
Annual CTC: Competitive salary
Number of openings
1 Editor’s note
Information above is Internshala's interpretation and paraphrasing of what we found on the shared link.
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