- 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 current 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:

- Graduate - 4 -6 years of experience AMFI / IRDA

Experience Profile: Graduate:

- 4 -6 years of experience AMFI / IRDA

- Post Graduate - 2 -4 years of experience AMFI / IRDA

Personality Traits:

- Revenue Generation, Customer

Acquisition, Customer Retention, Cost Efficiency Through Process

📌 Platinum Relationship Manager - Pan India
🏢 Mintskill HR Solutions
📍 India