Select Relationship Manager

For a client of TeamLease Services Ltd

4.5 to 8 Years

BCA

RELATIONSHIP MANAGER, WEALTH, HNI

Delhi, Faridabad, Gurgaon, Ghaziabad, Noida

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Posted on 04 Mar 19

Job DescriptionLast Date 03 May 19

Interacting with premier clients/corporates to offer them varied financial services like

Portfolio Management, Investment Advisory, Banking Solutions and Insurance.

· Actively tracking client portfolios in terms of risks and returns.

· Identifying and understanding client’s financial requirements and thereby engaging in concept selling.

· Smooth delivery of service requirements for maintaining strong customer relationship and retention.

· Managing Banking and investment relationship of HNI and exclusive clients.

· Driving revenue business to generate fee income through products like mutual funds,

· insurance, credit cards and other assets products.

· Acquisition of new HNI clients and cross sell bank products to generate revenue.

· Managed and acquired current account relationship, done cross sell of the value added

· products like Trade forex, business loan, OD, CC , doorstep banking and provided other

banking solutions.

Job Role

Others

Job Type

Full Time

Interview Type

Company Description

TeamLease Services established in 2002, is one of India's leading human resource service companies in the organized segment. A Fortune 500 company listed on both NSE & BSE markets, with eight offices and 1400 clients across the country. The company at present has about 100,000+ live associates/ trainees spread across the country and have till date given employment to 1.5+ million people with an aim to hire millions more.