Insignia Preferred Banking Shri H R Consultants
Shri H R Consultants
Office Location
Full Time
Experience: 3 - 3 years required
Pay: INR 900000 - INR 1600000 /year
Type: Full Time
Location: Mumbai City
Skills: casa sales, Ultra, saving account, current account, casa, HNI
About Shri H R Consultants
Job Description
We are Hiring for
Insignia Preferred Banking in one of the leading bank.
Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing Resident and NRI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions
Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients
Cross-sell Trade & Fx, Wealth, Insurance products to clients
Portfolio allocations, reviews & financial check-ups for each client according at defined frequency
Ensuring 360 client engagement Total Client Ownership
Ensuring adherence to Compliance processes and guidelines