Relationship Manager - Trade & Forex - HNI/UHNI

One of our client looking for Relationship Manager - Wealth acquisition & Trade Forex Management with HNI & UHNI Clients.

Work Location: Chennai

Job Summary:

- Individually acquire and nurture HNI clients Banking & Investment requirements.

Detailed Responsibilities:

- Generate new business to achieve defined sales targets

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Resolution of queries of all clients within specified TAT

- Ensure ongoing self-development.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales:

- Achieve the Targets set in terms of product mix.

- Achieve “best in class” productivity in order to maximize the efficacy of the sales process.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Profiles only from Chennai with Good Relationship in Banking & Top NBFC's in relevant field may apply

Deepa
HR