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28/07 Shrikant
BUSINESS RECRUITMENT PARTNER at Headhunters HR Pvt Ltd

Views:3737 Applications:169 Rec. Actions:Recruiter Actions:16

Relationship Manager - Wealth Management - HNI - BFSI (0-5 yrs)

Anywhere in India Job Code: 241898

Position: RM Wealth

Location : Mumbai

Job Responsibilities :

Monitor and address HNI clients' banking and investment needs

- Use financial acumen and investment expertise to review a client's personal data, align a 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 and fee to assist and grow the existing relationship value, revenues & improved client stickiness

- Achievement of product wise target

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

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

- Ensuring client contactability at all times and updates of contacts 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 regular basis and cross selling as many products as possible.

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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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