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6
relationship manager
- Role of Relationship Manager of salary accounts of the corporate clients.
- Acquiring new corporates to build more salary relationships.
- Handling a team of four salary executives.
- Selling other products to the salaried customers such as insurance, mutual funds, loans, credit cards etc.
7
relationship manager
- Handling the target set up by the brand/company.
- Using the communication skills in maintaining a goodwill of the brand/company with the clients.
- Co-ordinate with the team regarding the outcome of sales.
- To be available to the people when needed.
- Completing the task in given time.
- Co-ordinate with the managers regarding achieving the goal.
8
relationship manager
- Successfully handling portfolio size of 20cr of 200 HNI Clients.
- Meticulously providing financial solution to HNI clients.
- Dealing with vast product line – CASA,Fixed deposits , Loans ,Investments,Trade Forex, Premium cards etc catering to Individuals as well as Corporate tie ups.
- Focusing on Relationship deepening by handling queries by providing solutions to Individual clients by cross sell.
- Majorly focus on adding Corporate to portfolio – right from probing of the corporate to closing the deal with lending products fund based and non fund based .
- Ensuring compliance to all standards and policies .
9
relationship manager
- Manage and be the primary point of contact for a portfolio of high net worth clients.
- Approve or decline new account applications.
- Acquiring and onboarding new business.
- Knowledge of regulations, and internal policies & procedures.
- Participate in business development events.
- Meet established personal and team targets.
- Conduct monitoring and reviews of existing customers.
10
relationship manager
- In this role I am working on comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
- Doing Profiling of the clients based on their risk appetite
- Acquiring new HNIs clients and building relationship with the existing clients.
- Ensuring adherence with the KYC, Risk management, AML policy and other compliance norms of the company.
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