Virtual Relationship Manager

Scope of the Role

As a Virtual Relationship manager build a relationship with HNI customers through virtually & ensure optimum customer acqusition ,retention and income generation from sales of all appropriate assets,Libaility mutual funds ,insurance &other TPP products of the bank.

• Ensure retention of customers
• Develop & maintain relationships with HNI customers to ensure their portfolio management needs are met.
• Generation of refferals from database
• Responsible for cross sell & enhancing relationship with existing customers
• keep up to date with changes in the financial markets ®ulations
• Analyze market trends and make recommendations to customer on portfolio adjustments.

Ideal Candidates

Looking for a candidate with excellent communication skills with 5 years of sales experience in banking with portfolio management experience or sales experience in insurance ,securities,Mutual fund experience can be considered for the role .

Key Skills

Schedule

Qualifications

Hiring Insights