Priority Banking Relationship Manager : Bangalore

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Key Responsibilities:

Provide financial solutions to the Priority 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:

NISM, IRDA Certification
Graduation/ Post graduation from a recognized institute
6-10 years managing High Net worth clients
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:
5 - 15 Years
Salary:
9 LPA - 14 LPA
Diversity Candidate:
No
Location:
Whitefield Main Road, J C Road, Shanthinagar, J P Nagar, Nagar Bhavi, Vijayanagar, Jayanagar 4th Blk, Indira Nagar
Address:
na
Primary Skills:
Banking Sales, HNI Banking, Portfolio Management Services
Secondary Skills:
Wealth Managment, Third Party Products, Liabilities sales
Industry:
Banking/Mortgage
Job Type:
Full time
Degree:
Graduate