Roles and Responsibilities
Relationship Management for a Portfolio of customers
Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions
Proactively identify opportunities to structure innovative solutions and cross-sell the full range of products tailored to customer needs and requirements and in the process, ensuring increase in the share of wallet
Coordination with Credit team for Sanction of loans, ability to understand Business requirements, can fulfill in on time
Establish a personal relationship with players, creating an internal profile, allowing you to recommend tailored rewards, experiences and communication preferences.
Desired Candidate Profile…
Candidate should have the knowledge of Mortgage or Home Loan products