Relationship Manager - HNI - Bank

Job Profile:

Key Job Responsibilities:

- Manage and generate cross sell revenue from preferred clients.

- Acquire preferred clients.

- Provide financial planning services to all assigned and acquired preferred clients.

- Responsible for all cross sell related servicing to assigned clients.

- Ensure client meetings as per defined norms.

- Maintain records of business on internal software.

- Liaison with Branches and other Vertical Heads for revenue generation and query resolution.

- Ensure compliance as per various regulator and organization guidelines.

Other Job Responsibilities:

- Market Intelligence - Identify potential threats and opportunities.

- Maintain a congenial work environment.

- Maintain the brand image of the organization.

Job Specification:

Experience: 3 to 4 year or more experience HNI/Corporate Relationship Management

Qualification: Post graduate/MBA specialization in Marketing

Industry :- Banks, Distribution houses, Wealth Management Companies and any other organization in High Value relationships

Compensation - RM Level - 6 to 9 L per annum

Targets :

1st Year 2 RSR

2nd Year 3 RSR

3rd Year 4 RSR