Elite Relationship Manager
Naukri · Chennai · onsite · Posted 31d ago
About a minute. You'll make an account on the way through.
About this role
EQUITAS SMALL FINANCE BANK IS HIRING FOR ELITE RELATIONSHIP MANAGER - CHENNAI LOCATION - APPLY NOW!!!
Key Responsibilities:
1. Acquisition of new Customers and Increase book size.
2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals Domestic and NR.
3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.
4. Responsible for catering the investment needs of clients by providing them research based advises.
5. Interfacing all queries of Clients and understanding their investment needs.
6. Manage portfolios of clients and offer them investment solutions.
7. Investment Advisory to new and existing Clients and achieve revenue targets monthly.
8. Promote high quality sales, supply and customer service processes
9. Provide Market Feedback( New Product, Pricing, Competitor’s Activity, etc.)
Sourced from naukri
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About Naukri

Naukri
Internet
2.7k+
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1996
30 years old
Noida, Uttar Pradesh
IN
₹11.4L PA avg
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