Job Views:  
8760
Applications:  239
Recruiter Actions:  50

Job Code

269044

Relationship Manager - Wealth Management Group - HNI - Bank

2 - 5 Years.Mumbai
Posted 9 years ago
Posted 9 years ago

We have Opportunity with India's leading Bank as Relationship Manager for Wealth Management Group

Candidate who are from Non Banking sector with MBA from 1st & 2nd tier college with 2 to 5yrs work experience into sales & willingness to work in banking sector can also apply

Organisation : Indian Leading Bank

Division : Wealth Management Group

Designation : Relationship Manager-Wealth

Location : Mumbai

Job Purpose :

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 by means of:

- 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.

Arjun S
Nexus Consultants & Services
Tel: 022-90290-88025.

Didn’t find the job appropriate? Report this Job

Job Views:  
8760
Applications:  239
Recruiter Actions:  50

Job Code

269044

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow
Apply on the go!

Download the iimjobs app to
apply for jobs anywhere, anytime

apple

Download on

App Store

playStore

Get it on

Google Play

appPromoQr

Scan to Download