Senior RM – Super HNI Wealth Mgmt – Leading Bank – Pune Full Time

Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned
Assisting the clients business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc
Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolio clients
Maintaining the service standards set by the bank in collaboration with the service support team
Maintain Coordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients.

Tagged as: banking products, branch banking, business banking