Priority Banking RM

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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:

Graduation/ Post Graduation from a recognized university
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
Good networking and relationship building skills

Experience:
2 - 9 Years
Salary:
4 LPA - 10 LPA
Diversity Candidate:
No
Location:
Bengaluru
Address:
Bengaluru
Primary Skills:
Handling Premium customers, Financial Knowledge, Customer Service, CASA, Portfolio Management, Wealth Management
Secondary Skills:
Sales and Cross-Selling, Teamwork and Collaboration
Industry:
BFSI Fintech & Financial Services
Job Type:
Full time
Degree:
Graduate/Post-Graduate

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