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Dickson Pereira

CEO at Exceed Consulting

Last Login: 06 April 2024

363291

JOB VIEWS

2353

APPLICATIONS

308

RECRUITER ACTIONS

Job Code

540907

Relationship Manager - HNI Client Acquisition - Retail Banking

2 - 7 Years.Mumbai
Posted 6 years ago
Posted 6 years ago

Job Description:

- Build the business, deepen relationships and managing key and potential HNI customers

- Utilize portfolio management to lower attrition and maximize revenue to achieve sales target

- Assess customer needs and make appropriate relationship enhancement recommendations through financial needs analysis

- Provide financial planning & Investment Advise to ensure the highest levels of service

- Ensure current and prospective customers have a consistent, superior experience with the bank

- Comply to various company compliance policy in selling

Qualification and Experience

- MBA from reputed institutes with at least 2 yrs of experience in the BFSI sector managing acquisition & Servicing of High Net Worth customers.

- Strong sales sense with good selling and interpersonal skills

- Good knowledge of financial planning; ability to address financial needs of more sophisticated target customers

- Comprehensive knowledge of the economic trends, events and their potential effect on customers' finances

- Excellent communication skills, High energy level, aggressive, can do attitude and capability of performing independently under pressure with high efficiency

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Posted By

user_img

Dickson Pereira

CEO at Exceed Consulting

Last Login: 06 April 2024

363291

JOB VIEWS

2353

APPLICATIONS

308

RECRUITER ACTIONS

Job Code

540907

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