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PB Relationship Manager

4.00 to 6.00 Years   Ahmedabad   06 Jul, 2019
Citibank India
Job LocationAhmedabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaPublic Relations (PR)
EmploymentTypeFull-time

Job Description

  • Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs
  • Advise customer to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs
  • Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration
  • Ensure coverage of all relationships through customer engagements, risk profiling and financial planning
  • Organize customer events to enhance customer bonding
  • Acquire new customers through converting referral leads
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
,
  • MBA/Graduate

Keyskills :
businessdevelopmentrisksalesassetbondingfinancialplanningwhorelationshipmanagementprofilingmarketingallocationmsoffice

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