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37 MintSkill HR Solutions Jobs

Relationship Manager - Wealth Management (3-8 yrs)

3-8 years

Relationship Manager - Wealth Management (3-8 yrs)

MintSkill HR Solutions

posted 3+ weeks ago

Job Description

- 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

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What people at MintSkill HR Solutions are saying

What MintSkill HR Solutions employees are saying about work life

based on 7 employees
67%
100%
75%
100%
Strict timing
Monday to Saturday
No travel
Day Shift
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MintSkill HR Solutions Benefits

Work From Home
Job Training
Soft Skill Training
Free Food
Team Outings
Free Transport +6 more
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