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Gurgaon

    Synergy Relationship Manager - Gurugram, India - Mintskill HR Solutions LLP

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    Description
    Job 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

    • Graduate years of experience
    • Post Graduate years of experience
    • Customer orientation
    • High energy and drive
    • AMFI / IRDA certified is preferred



    Requirements
    Wealth Management, Cross-selling, relationship management, casa, HNI,

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