16 Aug
|
equitas small finance bank
|
Chennai
16 Aug
equitas small finance bank
Chennai
- Acquisition of new Customers and Increase book size.
- Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals – Domestic and NR.
- Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.
- Responsible for catering the investment needs of clients by providing them research based advises.
- Interfacing all queries of Clients and understanding their investment needs.
- Manage portfolios of clients and offer them investment solutions.
- Investment Advisory to new and existing Clients and achieve revenue targets monthly.
- Promote high quality sales, supply and customer service processes
- Provide Market Feedback( Current Product, Pricing, Competitor’s Activity, etc.)
📌 Wealth Relationship Manager (Chennai)
🏢 equitas small finance bank
📍 Chennai