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    Elite Relationship Manager Mumbai - Mintskill HR Solutions LLP

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    Description
    • To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
    • Liability Product selling, education on product features
    • Acquire new customers through referrals from existing customers who meet product criteria
    • Regular interaction with the customer to build rapport to understand and update the profile.
    • Enhance the Overall value/book size of the portfolio
    • Maintain the overall quality / hygiene parameters of the portfolio
    • Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
    • Joint calls being done along with Supervisor as per defined process
    • Advisory services to be offered based on the customers requirement.
    • Attrition control of customers
    • Achieving MTD and YTD Revenue Targets
    • Achievement of income plans and other benchmarks within portfolio


    Requirements

    Educational Qualifications: Graduation/Post-Graduation

    Certifications:
    NISM V-A Certification
    IRDA Certification
    NCFM Certification (Optional)
    CAIIB (Optional)
    Internal Certification
    GI certification
    Key Skills:
    Sales and Influencing Skills
    Banking Product & Process Knowledge
    NRI Product and Regulatory Knowledge
    Planning and Organizing Skills
    Communication
    Knowledge of Competition & Current trends in financial Industry.
    Experience Required:
    Minimum experience in years – 3 Years
    Exposure to banking, Banca insurance, Wealth Management are encouraged to apply


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