Preferred banking customers ka portfolio manage karna Relationship build + revenue generate karna Banking investment products sell karna
- Relationship Management Assigned preferred customers handle karna Regular client meetings calls Service requests resolve karna Customer satisfaction maintain karna
- Sales Cross-Selling PRM mainly selling role hota hai: Mutual Funds Insurance products Fixed Deposits CASA (Savings / Current Account) Credit Cards Loans (Personal / Home / Business)
- Portfolio Management Customer investments review karna Wealth planning suggest karna AUM (Assets Under Management) grow karna
- Client Acquisition Current preferred customers acquire karna References branch leads convert karna Upgrade normal customers to preferred segment




- Compliance Operations KYC documentation complete karna Bank policies follow karna MIS reporting maintain karna

Skills Required Sales orientation Relationship handling Investment knowledge Target achievement mindset Good communication skills Ideal Candidate Graduate / MBA Banking / Insurance / Wealth sales experience Client handling exposure

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Preferred RM (Kolkata)
🏢 Rekrut India
📍 Kolkata