Platinum Banker-Household-Outbound_BRANCH BANKING_0468_7489_1102462
Key details
- Location
- Telangāna, India
- Work style
- Onsite
- Job type
- Full-time
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 3d ago
Skills
cross-sellingoutbound sales
About the role
Platinum Relationship Manager (HH Outbound)
Designation: Platinum Relationship Manager - HH Outbound
Department: Retail Liabilities
Job Purpose
To acquire High Net Worth (HNW) customers through outbound sales activities and manage their banking and investment requirements.
Key Responsibilities
- Acquire Platinum/HNW customers through field sales and referrals.
- Source CASA, Term Deposits, Wealth and Investment products.
- Build and maintain long-term customer relationships.
- Generate revenue through cross-selling wealth products.
- Ensure achievement of acquisition and portfolio growth targets.
- Conduct customer meetings and financial need analysis.
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