Priority Banking Relationship Manager @ Aspire Erp Systems

Job Description

• Provide financial solutions to the Priority customers while maintaining high service standards.
• Maintain complete customer profile including the risk profile, demographics, and assets in the bank.
• Enrich relationships and garner higher wallet share through customer engagement activities.
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products.
• Identify potential customers who can be sold tailored products to enhance product penetration.
• Acquire new customers by converting referral leads.
• Achieve targets as assigned by the organization monthly.
• Record and track all engagement activities through the CRM system.
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Interested candidates can share profiles to hidden_email/WhatsApp to hidden_mobile

Employement Category:

+ View Contact

Keyskills:   wealth management wealth hnw hni