Chhindwara
Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.
- Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.
- Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio.
- Easily establish relationship with customers and build a rapport.
- Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.
- Is able to instill confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions.
- Maintenance of highest order of honesty, transparency and integrity in all his actions.
Experience | 5 - 11 Years |
Salary | 5 Lac To 8 Lac 50 Thousand P.A. |
Industry | Sales & Marketing / Business Development / Telecaller |
Qualification | Other Bachelor Degree |
Key Skills | Retail Banking Clients Relationship Manager |
(143)Sales & Marketing / Business D...
(83)Financial Services / Banking, ...
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