Role/Function
Branch: Relationship Manager – Priority Banking
Department
Branch Banking
Location
S1181:Selaiyur,
Openings
5
Experience
0 to 7 (Years)
Skills
Cross sell
Posted On
01-Jun-2020
RM for financially high net worth customers who will be transacting business for more than 2 Lacs
Financial solutions to priority customers
Increasing liabilities through balances of existing clients and generating of new one
Responsible for deepening the existing relationships by Cross sell
Make the clients to engage in the non-investment products like Forex, remittances, loans etc.
Periodic reviews with customers to ensure best relationship for their financial planning
Monitor and maintain a customer report tracker
Cross sell of products