37 MintSkill HR Solutions Jobs
Relationship Manager - Wealth Management (3-8 yrs)
MintSkill HR Solutions
posted 3+ weeks ago
Fixed timing
Key skills for the job
- To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
- Liability Product selling, education on product features
- Acquire new customers through referrals from existing customers who meet product criteria
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Maintain the overall quality/hygiene parameters of the portfolio
- Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
- Joint calls being done along with Supervisor as per defined process
- Advisory services to be offered based on the customers requirement.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
- Achievement of income plans and other benchmarks within portfolio
Functional Areas: Other
Read full job description3-8 Yrs
Salesforce, Banking Sales, Wealth Management +2 more
1-3 Yrs
Sales
1-3 Yrs
Sales, Lead Generation
5-10 Yrs
Sales, Banking Sales, Insurance Sales +1 more
2-7 Yrs
Sales, Banking Sales, HNI Sales
1-3 Yrs
Customer Support, Voice Support
0-5 Yrs
Sales, Credit Card Sales, Banking Sales +3 more
2-5 Yrs
Sales, Banking Sales, Insurance Sales +1 more
10-17 Yrs
Private Banking, Banking Operations, Retail Banking +1 more
5-13 Yrs
Private Banking, Banking Operations, KYC +3 more