Relationship Manager - HNW - Bank

Exciting Job Opportunity for those aspiring to work in banking sector, candidates from Life Insurance background/ Securities/ Banks/ NBFC can apply for this role.

Note: Its a sales profile and not operations role. Not preferring General Insurance background.

Position: Relationship Manager

Grade: Sr. Manager/ Manager

Product Knowledge: Insurance/ Mutual Funds/ CASA/ FD (Insurance is must)

- Profiling Customers and provide financial products to meet customer needs

- Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs

- Increase liabilities size of relationship via balances in accounts of existing customers

- To Enhance & Retain customer profitability by capturing larger share of Wallet

- Ensure profitability of the portfolio: Generate high Income per Customer

- Acquire new customers who meet product criteria through cross-referencing.

- Managing the High Net Worth customers of the Bank.

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

- Profiling Customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the High Net Worth customers

- Providing Financial planning & Investment Advise

- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.

- One point contact for all requirements of High Net Worth customers in the Branch

Geetanjali Murjani
9599213670