- 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 new 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: Graduation/Post-Graduation

Certifications:

NISM V-A Certification

IRDA Certification

NCFM Certification (Optional)

CAIIB (Optional)

Internal Certification

GI certification

Key Skills:
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

Very positive understanding of Commercial Assets like CC, OD, TL, Export Finance

Understanding of Mutual Funds and Insurance is an added advantage

Graduate 4 - 6 years of experience

Post Graduate - 2 -4 years of experience

Customer orientation

High energy levels with a motive to succeed

📌 Elite Relationship Manager Mumbai
🏢 Nameless
📍 Mumbai