Organization: TOP TIER PRIVATE BANK  Job Location: Mumbai  Job Description - RM-Wealth Manager :   - Monitor and address HNI clients banking and Investment requirements   - Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals   - Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness   - Achievement of product-wise targets   - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio   - Conduct risk profiling of all mapped clients for better advisory on investment needs   - Ensuring client contactability at all times through updation of latest contact details in all necessary systems   - Regular contact with all mapped clients through weekly / monthly calls   - Resolution of queries of all mapped clients within TAT specified   - Ensuring need based product approach towards clients and regular reporting of product penetration   - Reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)   Key Skills:   - Ability to manage relationships to improve relationship value of existing customers   - Ability to build and maintain long term relationships, deepening relationship and growing revenues   - Ability to provide seamless and superior service delivery   - Ability to ensure compliance with key regulatory and bank level requirements   Educational Qualifications :  Any Graduate  PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization   Experience: 2 to 6 Years  Salary offered: 7 - 12 LPA

Mumbai

Relationship Manager - Wealth Management - Bank 

Relationship Manager - Wealth Management - Bank  ,Job Description for Relationship Manager - Wealth Management - Bank  in Maven Workforce in  Mumbai for (2-6) years of experience. Apply Now!

Job Description for Relationship Manager - Wealth Management - Bank  in Maven Workforce in  Mumbai for (2-6) years of experience. Apply Now!