Relationship Manager - Wealth Management Group - Bank

Company : Private Bank

Location : Mumbai

We are looking for people with relationship / sales orientation

Job Responsibilities :

- 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

- 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

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