Relationship Manager - UHNI/HNI - Wealth Management - Bank

Salary Range: 10 - 15 LPA

Candidate should have relevant experience in Banking sector only

Job Details :

- Nurturing the Wealth Segment (ULTRA HNI and HNI segment) with aim of increasing overall books of Savings Accounts and Mutual Fund of branch.

- Managing Branch Revenues and Other Cross Sell targets.

- Guiding clients and advising them on Portfolio Management, Portfolio Re-balancing and Investments.

- Guiding the sales force towards revenue achievement through investment and cross sell products.

- Develop, manage, and expand bank customer relationships by providing service level which exceeds client expectations of most important customer segment.

- Identify current and potential relationship with additional revenue potential and grow business

- Generating Incremental Business

- Increase CASA balance in allocated portfolio either through Deepening or Acquisition

- Driving higher product and channel penetration to deepen mapped relationships

Customer Engagement :

- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

- Face to the client and First person Responsible for service and sales satisfaction of mapped clients

- Investment Advisory

- Financial Planning and Investment Advisory to HNI clients

- Driving revenue business to generate fee income through products like mutual funds, investments and insurance

- Process and Audit

- Ensure all sales activity is recorded online as per the organizational process

- Capture and maximize the business opportunity through detailed client profiling as per organizational process

Apply here/ Call 7206001390