EKLAVYA PLACEMENTS
Relationship Manager - Insignia Banking
Salary not disclosed
- Accounting & Finance
- Delhi
- 1mo ago
About the role
The Relationship Manager for Insignia Banking is responsible for managing premium HNI customer relationships and acquiring new premium clients. The role focuses on driving business growth through the cross-selling of various banking and investment products while ensuring high standards of customer service.
Responsibilities
- Manage premium HNI customer relationships
- Acquire new premium customers
- Cross-sell CASA, FD, credit cards, loans, insurance, and investment products
- Achieve monthly sales and revenue targets
- Provide excellent customer service and resolve queries
- Generate leads through referrals and networking
- Ensure KYC and banking compliance
Required skills
- Relationship Management
- HNI Banking
- Sales
- Cross-selling
- KYC Compliance