Preferred Relationship Manager

Responsibilities¢ Managing and increasing the portfolio of existing customers mapped and build lasting relationships withour valued Preferred customers, individuals with significant financial assets and a minimum average monthlybalance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.¢ Recommend tailored financial solutions ,including investment strategies,asset allocation,and riskmanagement plans. Proactively offer new products and services that align with their needs and contribute totheir financial growth.¢ Review and access the client’s portfolio, to align basis market condition and client objective.¢ Cross selling & Up-selling of banking and third party products to contribute to Branch overall targets.¢ Generate leads through Catchment Working, Referrals and Working on the internal databases.

Apply Now