Financial Advisor/Relationship Manager - HNI - Bank

Financial Advisor/Relationship Manager - Bank

We have urgent opening for a leading Bank based in Delhi & NCR.

Profile : Senior Financial Advisor / Relationship Manager

Grade : Senior Manager & Manager (based on experience)

Location : Delhi & NCR

Job Responsibility :

Relationship Management :

- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment.

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

Generating Incremental Business :

- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.

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

Customer Engagement :

- 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

Note : Non working can also apply with relevant work exposure. Delhi & NCR candidates (preferred)

Apply Here/call 011-45138873.