Portfolio Manager-Reputed BSFI Industry-Aurangabad,Maharashtra, India-40k

Portfolio Manager-Reputed BSFI Industry-Aurangabad,Maharashtra, India-40k

13 Oct
|
SEVEN CONSULTANCY
|
Aurangabad

13 Oct

SEVEN CONSULTANCY

Aurangabad

JOB DETAILS

- Handling sales of CASA products, Mutual Funds, Life Insurance, Health Insurance, PMS, Credit / Debit Card, Home Loan and LAP for existing portfolio
- Responsible for end to end customer service for mapped clients.
- Source new to bank accounts to build Bank Book
- Deepening family household penetration
- Cross sell financial products to customers.
- Inform customers about new products or products enhancements to further expand the banking relationship.
- Maintain complete relationship record for assigned customers account.
- Meeting and engaging with mapped clients to deepen banking relationship.

FUNCTIONAL AREA

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30+ days ago

▶️ Portfolio Manager-Reputed BSFI Industry-Aurangabad,Maharashtra, India-40k
🖊️ SEVEN CONSULTANCY
📍 Aurangabad

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Portfolio Manager-Reputed BSFI Industry-Aurangabad,Maharashtra, India-40k

Portfolio Manager-Reputed BSFI Industry-Aurangabad,Maharashtra, India-40k

JOB DETAILS - Handling sales of CASA products, Mutual Funds, Life Insurance, Health Insurance, PMS, Credit/Debit Card, Home Loan and LAP for existing portfolio - Responsible for end to end customer service for mapped clients. - Source new to [...]
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