Relationship Manager - Wealth - HNI - Bank

We have opportunity with leading Indian Bank as mentioned below

Profile : 

- The role involves advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale

- The objective of this job is to increase overall financial revenue being generated from the set of HNI accounts mapped with asset and liability targets

- Making recommendations to clients on ways to best utilize their money

- Building a healthy AUM - Investments

- Generate fee revenue through third-party investments

- Seamless and superior service delivery

- Compliance with key regulatory and bank level requirements

- Contacting clients and setting up meetings.

- Conducting in-depth reviews of clients- financial circumstances, current provision and future aims

- Analysing information and preparing plans best suited to individual clients' requirements

- Designing financial strategies

- Providing clients with information on new and existing products and services

- Assisting clients to make informed decisions

- Researching information from various sources

- Promoting and selling investment products to meet given sales targets

- Keeping up to date with financial products and legislation

- Resolution of queries of all mapped clients within TAT specified

- Ensure compliance through regular process checks and self-audit scores

- Ensuring regular updation of call reports in relevant system

- Ensuring need based product approach towards clients and regular reporting of product penetration

- Managing relationships to improve relationship value of existing customers

Abhishek
Nexus Consultants & Services
Tel:022 -90290-88025.