Leading Private Bank for Wealth Management

Job Summary

Company Name

Krehsst Recruitment Solutions

Locations

Mumbai

Nationality

India

Experience

3 – 8 years

Keywords / Skills

Audit , Internal Audit , Audit Reports , Manufacturing Company , Internal Control , Audit Project

Function

Sales/ Business Development

Role

• Relationship Mgr/ Account Servicing

• Key Accounts Manager

Industry

• Construction

• Engineering, Procurement, Construction

Summary

Job Description : 1. Develops new and expands existing High Net Worth Customer relationships for liabilities by sourcing category A priority customer. 2. Sources new bank customers through external individual efforts and acquisition channel. 3. Ensu

Posted On

2nd Nov 2015

Job Ref code

5

Job Description

Job Description : 1. Develops new and expands existing High Net Worth Customer relationships for liabilities by sourcing category A priority customer. 2. Sources new bank customers through external individual efforts and acquisition channel.

3. Ensures high levels of customer service orientation and application of bank policy. 4. Cross sells bank products to existing set of customers.

5. Inform customer for new products or product enhancements to further expand the banking relationship. 6. Plans and conducts special sales initiatives and events for prospective and existing clients.

7. Coordinates with other group companies to provide seamless access to other products. 8. Maintains complete relationship record for assigned customer accounts.

9. Excellent written and oral communication skills 10. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 11.

MIS generation.Good Experience In to Wealth Management.Good Knowledge Of Banking and Financial Prodcuts.And Also Should Have Sound Knowledge Of Third Party Products.Target Driven.Excellent Communication and Interpersonal Skills.

Key Skill(s)

Audit

Internal Audit

Audit Reports

Manufacturing Company

Internal Control

Audit Project

About Company

Krehsst Recruitment Solutions

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Leading Private Bank for Wealth Management