Job Summary
Locations:
Hubli, Bengaluru / Bangalore
Experience:
3 – 8 years
Keywords / Skills :
Business Development , Customer Engagement , Customer Service , Relationship Management , Client Acquisition
Function:
Banking, Insurance & Financial Services
Role:
Other BFSI
Industry:
• Retailing
• Banking/ Financial Services
• Banking/ Financial Services
Summary:
Responsibilities: Offer Private Banking/ wealth management services through products like Mutual Funds, advice on direct Equity, Structured Products, Insurance, Asset Allocation, Bonds and Derivatives. Acquiring high value relationships into the pri
Posted On:
12th Feb 2016
Job Ref code:
655
Responsibilities:
Offer Private Banking/ wealth management services through products like Mutual Funds, advice on direct Equity, Structured Products, Insurance, Asset Allocation, Bonds and Derivatives.
Offer Private Banking/ wealth management services through products like Mutual Funds, advice on direct Equity, Structured Products, Insurance, Asset Allocation, Bonds and Derivatives.
Acquiring high value relationships into the private banking group.
Managing relationships of super HNI clients, retaining and enhancing advisory relationships.
Service the banking requirements of the super HNI clients.
To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.
To execute cross sell efforts as per focus of the bank at any given point in time.
To keep one self-updated on the financial markets and in advisory products / services in particular.
To acquire new clients in the targeted HNI segment from outside the bank.:
Business DevelopmentCustomer EngagementCustomer ServiceRelationship ManagementClient Acquisition
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