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Relationship Manager @ V-Konnect Associates

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 Relationship Manager

Job Description

Key/Primary Responsibilities

List the primary deliverables:

  • Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services
  • It also includes use of applications actively for designing product suitability matrix, financial planning for the customers
  • Acting as an interface between the bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing
  • To Enhance & Retain customer profitability by capturing larger share of Wallet
  • Ensuring compliance with branch SOP and control in sales and service
  • Deepen the relationship by Cross selling Banks Products"
  • Secondary Responsibilities - List the deliverables other than primary, but essential for the role
  • Maintain excellent relations with local dealers to help source clients to expand reach and brand of the bank
  • Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its
  • Implementation to improve overall operational efficiency
  • Collaborate with other branch departments and functions to provide products and service offerings to the customer.

Employement Category:

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

Contact Details:

Company: V-Konnect Associates
Location(s): Udaipur

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V-Konnect Associates

  V-Konnect is a full service recruitment company with its Head office at Gurgaon. V-Konnect brings with itself a decade of rich experience spanning across 10 industry sectors. Over the years, V-Konnect is a preferred recruitment partners to multinationals and leading Indian businesses. Organiz...