Burgundy Relationship Manager
Skill Ventorykolkata, India17 hours ago
Job descriptionMaintain complete customer profile including Enrich relationships and garner higher wallet Deepen the existing relationships by cross Identify potential customers who can be sold Acquire new customers by converting referral Achieve targets as assigned by the Record and track all engagement activities Comply with KYC / SEBI rules, regulations, and
Roles and Responsibilities
- Provide financial solutions to the Burgundy
customers while maintaining high service standards
the risk profile, demographics and assets in the bank
share through customer engagement activities
selling the Bank's products and services / third party investment products
tailored products to enhance product penetration
leads
organization on a monthly basis
through the CRM system
legislation governing the Bank
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Relationship Manager • kolkata, India
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