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16/06 Rohit
HR Consultant at Head Hunters

Views:118564 Applications:1460 Rec. Actions:Recruiter Actions:473

Relationship Manager/Wealth Manager - HNI - Business Banking Segment (1-12 yrs)

Delhi/NCR/Mumbai/Bangalore/Hyderabad/Kolkata/Chennai/Pune/Gujarat/Jaipur/Chandigarh/Punjab Job Code: 462535

Opening for Relationship Manager/Wealth Manager in a Leading private Bank (1-12 yr)

Job Title : RM

Position : Relationship Manager

Location : Mumbai/Delhi/Hyderabad/Bengaluru/Jaipur/Chennai/Pune/Ahmedabad

Exp : 1 to 8 years

Education : MBA/PGDM

Key Skills : Trade and Relationship Group manage Key Trade & Current account Relationships in Business Banking Segment. The aim is to deliver the highest standards in service to their customers.

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 & Sales across liabilities, business banking, 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.

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

- Ensuring client contact ability at all times and updatation 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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