26 Oct
|
Openmind Hr Solutions
|
Vadodara
26 Oct
Openmind Hr Solutions
Vadodara
Role & responsibilities :
- Manage and deepen relationships with HNI/UHNI customers.
- Acquire current affluent and high-value customers through referrals and market sourcing.
- Drive growth in CASA, Fixed Deposits, and third-party products.
- Cross-sell Wealth, Insurance, Investment, and Lending products.
- Deliver superior customer service and ensure high customer satisfaction.
- Conduct regular portfolio reviews and identify opportunities for relationship expansion.
- Achieve assigned business, revenue, and customer acquisition targets.
- Ensure compliance with bank policies, KYC, and regulatory guidelines.
Preferred candidate profile
* Graduate/Postgraduate from a recognized university.
- 6-9 years of experience in Retail Banking, Relationship Management, Wealth Management, or Premium Banking.
- Strong Sales and customer relationship management.
📌 Relationship Manager (Affluent) (Vadodara)
🏢 Openmind Hr Solutions
📍 Vadodara