Burgundy Relationship Manager : Bangalore

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Key Responsibilities:
  • Provide financial solutions to the Burgundy customers while maintaining high service standards
  • Maintain complete customer profile including the risk profile, demographics and assets in the bank
  • Enrich relationships and garner higher wallet share through customer engagement activities
  • Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
  • Identify potential customers who can be sold tailored products to enhance product penetration
  • Acquire new customers by converting referral leads
  • Achieve targets as assigned by the organization on a monthly basis
  • Record and track all engagement activities through the CRM system
  • Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Role Proficiencies:
  • Knowledge of banking products and services
  • Ability to manage complex client situations
  • Good communication (both verbal and written) skill in both English and the local language
  • Ability to handle pressure and meet deadlines
  • Good networking and relationship building skills
  • Experience:

    6 - 10 Years

  • Salary:

    15 LPA - 18 LPA

  • Diversity Candidate:

    No

  • Location:

    Marathahalli, Rajarajeshwari Nagar, Koramangala, Sadashiv Nagar

  • Address:

    Bangalore

  • Primary Skills:

    Client management, Sales orientation,Client management

  • Secondary Skills:

    Advance Excel

  • Industry:

    Banking/Mortgage

  • Job Type:

    Full time

  • Degree:

    Graduation/ Post graduation, AMFI and NCFM certifications

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