Posted By
Posted in
Banking & Finance
Job Code
462535
Opening for Relationship Manager/Wealth Manager in a Leading private Bank (1-12 yr)
Job Title : RM
Position : Relationship Manager
Location : Mumbai/Delhi/Hyderabad/Bengaluru/Jaipur/Chennai/Pune/Ahmedabad
Exp : 1 to 8 years
Education : MBA/PGDM
Key Skills : Trade and Relationship Group manage Key Trade & Current account Relationships in Business Banking Segment. The aim is to deliver the highest standards in service to their customers.
Job Responsibilities :
- Monitor and address HNI clients' banking and investment needs.
- Use financial acumen and investment expertise to review a client's personal data, align a 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 & Sales across liabilities, business banking, assets and fee to assist and grow the existing relationship value, revenues & improved client stickiness.
- Achievement of product wise target.
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base portfolio.
- Conduct risk profiling of all mapped clients for better advisory on investment needs.
- Ensuring client contact ability at all times and updatation of contacts 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 regular basis and cross selling as many products as possible.
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.
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Posted By
Posted in
Banking & Finance
Job Code
462535