SURAT · FULLTIME
Relationship Manager - Retail Banking
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Surat · onsite · Posted 2d ago
Sourced from
₹8.5L - ₹13.0L PA2–7 yrsfulltimeSurat
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Section · 01
About this role
Roles and Responsibilities
- Manage relationships with high net worth individuals (HNIs) to grow liabilities, investment products, mutual funds, and retail banking business.
- Identify cross-sell opportunities for TPP, CASA, FD, MF, PMS & IFA products to increase revenue generation.
- Develop a deep understanding of customer needs through portfolio management to provide tailored solutions.
- Handle HNI client queries related to wealth management services such as Elite/Platinum/Premier selection criteria.
- Collaborate with internal teams to resolve complex issues and improve overall relationship management.
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Section · 02
Skills
PlatinumCross SellingPremierInvestment ProductsRetail LiabilitiesMutual FundselitePortfolio ManagementTPPRetail BankingWealth ManagementCASAFDSelectionHNI Client Handling