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Preferred Relationship Manager @ PMS Consulting

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 Preferred Relationship Manager

Job Description

Preferred Relationship Manager 

Roles & Responsibilities 

Managing the High Net Worth customers of the Bank
Achieving the Business targets assigned in terms of cross-selling, enhancing, and upgrading the High Net Worth relationships.
Profiling Customers and providing financial products to meet customer needs
Ensuring the highest levels of service to the High Net Worth customers
Providing Financial planning & Investment Advise
Sales targets are spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Insurance, Online trading etc.
One point contact for all requirements of High Net Worth customers in the Branch
Acquisition & Servicing of High Net Worth customers

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Preferred Relationship Manager

Contact Details:

Company: PMS Consulting
Location(s): Karnal+1 Kurukshetra

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Keyskills:   senior relationship manager wealth manager relationship manager

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₹ 3.0 - 5 Lakh/Yr

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PMS Consulting