Job Responsibilities :   - Monitor and address HNI clients   - Banking and Investment requirements   - Use financial acumen and investment expertise to review a client's personal data, align client's 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   - 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   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.   We are looking for MBA's with relationship / sales orientation / marketing orientation People from any industry may apply.  Salary offered: 7 - 11 LPA

Pune

Relationship Manager - Wealth Management - HNI 

Relationship Manager - Wealth Management - HNI  ,Job Description for Relationship Manager - Wealth Management - HNI  in Kairos Consulting India in  Pune for (1-6) years of experience. Apply Now!

Job Description for Relationship Manager - Wealth Management - HNI  in Kairos Consulting India in  Pune for (1-6) years of experience. Apply Now!