Relationship Manager - Current Account Relationship Manager
Relationship Manager - Current Account Relationship Manager
Posted on :
21-11-2024
Employer Active
1 Vacancy
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Job Description
Core Responsibilities:
Responsible for managing CA valuegrowth
Acquiring the highvalue CA relationships from within the group
Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book
Financial Planning and Investment Advisory to HNI clients.
Driving revenue business to generate fee income through products like Current account mutual funds investments and insurance.
Sales targets spread across liabilitiesCurrent account retail assets business banking forex cards investments etc.
Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment.
Responsible for managing CA valuegrowth
Acquiring the highvalue CA relationships from within the group
Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book
Financial Planning and Investment Advisory to HNI clients.
Driving revenue business to generate fee income through products like Current account mutual funds investments and insurance.
Sales targets spread across liabilitiesCurrent account retail assets business banking forex cards investments etc.
Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment.
- IRDA Certification
- NCFM Certification (Optional)
- Exposure to Portfolio Management segment (Preferred)
Employment Type
Full Time
Key Skills
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