RBB-Branch Mgr
Hdfc Bank·Mapusa, Goa
- Can I apply
- Open to any education · Fresher
- Pay
- Pay not stated
- Source
- From the company's careers page · 1 week ago
- How to apply
- On Hdfc Bank's site: short form, ~5 min
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About the role
ROLE SUMMARY (PURPOSE) The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services
What you'll do
- Business Development and Relationship Management
- Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets
- Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to client's basis their…
- Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products
- Update and cross – sell products and services to existing clients and update them about the primary and secondary market trends
What you need
- 4–7 yrs of experience
- Portfolio management
- Business development
- Mutual funds
- Cross-selling
- Sales
- Compliance
- MBA
Good to have
- Wealth management
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