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Preferred Relationship Manager

For a client of TeamLease Services Ltd
6 to 9 Years
Job is expired
Posted on 26 Nov 18
Job DescriptionLast Date 25 Jan 19
  • Managing the High Net Worth customers of the Bank
  • Acquisition & Servicing of High Net Worth customers
  • Achieving the Business targets assigned in terms of selling, enhancing and upgrading the High Net Worth relationships
  • Profiling Customers and provide financial products to meet customer need
  • Ensuring the highest levels of service to the High Net Worth customers 
  • Providing Financial planning & Investment Advise 
  • Cross Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. 
  • One point contact for all requirements of High Net Worth customers in the Branch 
Banking / Finance / Insurance, BPO / Call Centre / ITES, Banking / Financial Services / Broking
Job Role

Job Type

Interview Type

Functional Area
Sales / BD
Company Description

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