To promote all the product line of bank
To up sell bank products to Retail/HNI Clients of Bank.
To achieve the business targets assigned in terms of up selling bank products enhancing and upgrading the client Net worth relationships
Profiling customers and provide Investment Plan & financial advice to the client/HNI Clients.
Ensuring the highest levels of service to the client/HNI Clients.
One point of contact for the assigned client.
To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly/monthly calls.
Salary: Not Disclosed by Recruiter
Industry: Banking / Financial Services / Broking
Functional Area: Financial Services, Banking, Investments, Insurance
Role Category: Retail/Personal
Role: Customer Service Manager