07 Aug
|
Abacus Consultants
|
Mumbai
07 Aug
Abacus Consultants
Mumbai
This role is instrumental in acquisition of HNI & UHNI clients and building the
relationship with the bank. They have to sell Investment & Insurance & other bank products
to Private Banking clients to generate fee income
Roles & responsibilities:
Nurture and manage end to end customer relationships by fulfilling all their banking
needs through wealth solutions
Provide a seamless banking experience from a product and interpersonal point of view.
Achieve organizational objectives of high customer satisfaction scores.
Acquire customers through natural market, open market activities, references from internal
sources via existing branch and digital networks.
Secondary Responsibilities:
Ensure regulatory compliance.
High relationship management orientation; ability to forge effective relationships
Solid focus on service delivery.
Execution-oriented, i.e. driven to achieve results
📌 Private Banker Partner First Private Mumbai
🏢 Abacus Consultants
📍 Mumbai