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 &amp; Databases - Regularly interact with the customer to build rapport and understand the profile - Enhancing customer wallet size - Managing relationships of super HNI clients, retaining &amp; 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. &nbsp;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

Mumbai

Financial Advisor/Relationship Manager - HNI Segment - Private Banking 

Financial Advisor/Relationship Manager - HNI Segment - Private Banking  ,Job Description for Financial Advisor/Relationship Manager - HNI Segment - Private Banking  in The Recruiters in  Mumbai for (5-18) years of experience. Apply Now!

Job Description for Financial Advisor/Relationship Manager - HNI Segment - Private Banking  in The Recruiters in  Mumbai for (5-18) years of experience. Apply Now!