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Sr. Relationship Manager Opportunity With Bank For Multiple Locations Jobs

Skills Hr
Job Shared by MonsterIndia
Job Description
Role: Sr. Relationship Manager

Location:Faridabad, Ghaziabad, Rohini, Connaught place, Chandigarh, Noida Sec 18,Karol Bagh.

Experience: 4+ Year of Experience in HNI Client Handling

Job Description:

1.Relationship Management for mapped Relationships by Equitas in order to significantly enhance wallet share
2. Very high focus on Cross €“sell in order to become Primary Banker and Wealth Management Partner for Clients
3. Acquire HNI customers to Bank through personal / client references. Also, pro-actively look for Family Tree
completion opportunity in the mapped portfolio with objective stated above
4. Ensure High Cross-Sell Index of the Mapped Portfolio €“ Understand Cross Sell Index measurement of the Bank
and ensure sharp execution of Cross-sell strategy for all mapped and acquired clients including:
a. Digital Channel Activation
b. Activation for Digital Wealth Management
c. Selling maximum Investment and Insurance Products
d. Selling Asset Products
5. Achieve Individual Book and Fee Income targets as mandated in HR Goal Sheet in order to secure highest
rating as per policy of the Bank
6. Handle the service requirement of customers are taken care in a prompt and pro-active manner
7. Provide regular feedback to Branch / Head Office team for improved relationship management at Equitas
8. The position is on Quarterly Incentive Plan outcome of which is dependent on achievement of defined targets
9. AMFI / IRDA registration is mandatory. Joining or Incentive Payment is subject to completion of regulatory

If Interested Kindly Revert to

Prasad / 7358859111

Qualities Needed for This Jobs
Hni, Uhni, Hnw, Wealth, Priority, Preferred, Imperia, Portfolio, Investment, Wealth Management
Candidate Profile
Excellent Opportunity With Bank For Sr. Relationship Manager Position
Looking for Any Graduate / Post Graduate graduates profile.
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More Information
Location Delhi,ghaziabad
Education Any Graduate / Post Graduate
Experience 4 (yrs)
Industry Financial Services
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