Priority Customer Relationship Manager - BFSI

Our clients are leading MNC & Industrial Conglomerate's with a Turnover of US $ 1 Bn to US $ 100 Bn with exponential growth potential. Our client's reach span across several countries across the global.

Priority Customer Relationship Manager

- Priority Customer Relationship Manager the single point relationship management official of the Co's for the high net worth customers in the Priority Customer Segment of the Organisation

- A PC RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services.

- Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.

- Responsible for deepening the existing relationships by cross selling of Co's products and Services/ third party investment products. PC RM also enhances the book through new customer acquisitions.

- Also involve in increasing customer engagement through other non investment products like Forex, Remittances, Loans, etc. to the new and existing customers.

- PC RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions.

- Also updates Co's internal systems like the Daily activity tracker - DAT, Customer Profiling etc for monitoring, accurate reporting and MIS.

- Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment

- Achieve the Targets set in terms of product mix

- Induction of all new customers brought in by the Branches & Direct Sales team.

- Achieve best in class productivity in order to maximize the efficacy of the sales process.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the approved contact plans.

- Coordinate customer events for the cluster along with the product team

Qualification And Experience:

I. MBA with 4-8 years of experience in Wealth Management & other Financial Liability Products & Knowledge of the Financial Markets

II. Certifications like AMFI and IRDA are mandatory

III. HNI/ Ultra HNI client handling experience

IV. Sales bent of mind

V. Experience in handling steep revenue generation targets

Remuneration:

An outstanding remuneration package that rewards professionalism and diligence will be on offer for the successful applicant as well as a well defined career path. An excellent package will be on offer for the right candidate, including an above industry base salary for the right person as well as the most complete employee benefit scheme. Don't miss out on this opportunity to join the market leader

P.G.Ganesh
Mobile : 8368469496