Relationship Manager - Wealth - Bank

We're looking for RM - Wealth Manager for one of the largest private sector bank to be based out of Hyderabad, there are over 10 openings for the role.

Job Description for RM-Wealth Manager is as given below:

Monitor and address HNI clients banking and Investment requirements

Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals

Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

Achievement of product-wise targets

Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio

Conduct risk profiling of all mapped clients for better advisory on investment needs

Ensuring client contactability at all times through updation of latest contact details in all necessary systems

Regular contact with all mapped clients through weekly / monthly calls

Resolution of queries of all mapped clients within TAT specified

Ensuring need based product approach towards clients and regular reporting of product penetration

Reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)

Key Skills:

Ability to manage relationships to improve relationship value of existing customers

Ability to build and maintain long term relationships, deepening relationship and growing revenues

Ability to provide seamless and superior service delivery

Ability to ensure compliance with key regulatory and bank level requirements

Salary offered: 8 - 12 LPA