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Business Unit Manager at Globalhunt India Private Limited
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Burgundy Relationship Manager - UHNI - Bank (6-15 yrs)
Salary range: 10 Lacs - 25 Lacs
We have opening on Urgent Basis:
Organization: Leading Bank
Location: Delhi & NCR
BURGUNDY RELATIONSHIP MANAGER
KEY RESPONSIBILITY AREAS:
Revenue Generation
Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products
Role description :
Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships
Portfolio management
Review individual account relationships to determine the banking and investment needs of clients
Identify the risk profile of the customer
Identify potential investment products for clients
Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice
Participate in development of new product/services matched to client needs basis client feedback/market intelligence
Leverage product & investment experts to generate product specific investment ideas for clients Processes
Ensure proper documentation for smooth transaction execution and customer service
Ensure processes are consistent with defined compliance norms
Prepare detailed KYC reports of client Knowledge
Build knowledge on available products coordinate with product/investment/ advisory/research group
Strong Customer Relationship Management skills; able to acquire clients around specific product offerings
Strong verbal and structured communication to ensure that the client is mentored properly
If you are interested please send your updated resume with following Details.
Current CTC:
Current Organization:
Total Relevant Experience:
Internal HR Grade:
Reporting to:
Current Location:
Preferred Location:
Notice Period:
Abhai Srivastava
9582895949
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