Preferred Relationship Manager - Top Bank

GIPS Consultancy; Kolkata District; Sur place; INR 350 000 - 550 000; Plein temps

Résumé du poste

GIPS Consultancy is seeking aSales professional to manage high net worth client relationships focusing on liabilities and cross-selling banking products. The role emphasizes exceptional customer service, adherence to bank policies, and proactive portfolio management for affluent clients.

Ideal candidates have prior banking experience in portfolio/relationship management and a proven track record in cross-selling financial products to high-net-worth individuals.

Qualifications

• Experience in portfolio/relationship management in the banking sector.
• Strong customer service orientation and policy adherence.
• Proven ability to cross-sell bank products to high-net-worth clients.

Responsabilités

• Develops new and expands existing high net worth customer relationships for liabilities.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross-sells existing bank products to customers.

Connaissances

Relationship management

Cross-selling

Sales

Customer service

Description du poste

Develops new and expands existing High Net worth Customer relationships for liabilities.

Ensures high levels of customer service orientation and application of bank policy.

Cross sells existing bank products to customers.

Required Candidate profile

Individual Sales Role

Banking Industry candidates with exp in Portfolio/ relationship Management apply

Skills highlighted with ‘‘ are preferred keyskills