12/07 Veni Rawal
Founder at Suche Consultants

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Financial Advisor/Relationship Manager - HNI Segment - Private Banking (5-18 yrs)

Mumbai Job Code: 720028

Sales:(Acquiring, Enhancing, Deepening and Retention)

- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.

- Acquiring new clients in the targeted HNI segment from outside the bank.

- Referrals generated from existing customers

- Leads generated by personal leads & Databases

- Regularly interact with the customer to build rapport and understand the profile

- Enhancing customer wallet size

- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.

- Achieve sales targets in terms of income generated across all advisory products

- Execute cross sell efforts as per focus of the bank at any given point in time.

 Increase size of relationship via:

- Service the banking requirements of the super HNI clients.

- Know the customer's business to proactively provide financial solutions

- Attrition control of customers

All RMs need to be AMFI, NCFM Certified

Women-friendly workplace:

Maternity and Paternity Benefits

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