Imperia Client Relationship Manager - NRI/HNI/UHNI

Mindshare consultsants has an opening with one of the leading bank.

Below mention are the details

NRI- Imperia Client Relationship Manager

Job Description (caters to ultra high net worth individuals)

Managing Imperia Portfolio

- Identify existing branch customers who meet Imperia program criteria and flag them on the system to upgrade these customers under the Imperia program

- Acquire new customers who meet product criteria and flag them on the system

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

- Enhancing customer wallet size

- Ensure that optimal levels of Income generating Product Group Holding (IPGH) are reached. Ensure that the Customer Group profitability is achieved.

- Sales:(Acquiring, Enhancing, Deepening and Retention)

- Sale of TPP

- Increase liabilities size of relationship

- FX penetration into the portfolio

- Sales of various products like Credit Cards and Assets.

Branch Support

- Help the assigned Branches / Branch / Cluster in meeting the NR targets (SB, CIB, Value, Growth)

- Regular updates on the NR business numbers, values for the Branches

- Help the Branches with training and new product launches

Customer Services: Ensure quality customer service is delivered

Operations: Ensure certification of documentation required for opening and maintaining customer accounts

Job Specifications

Competencies:

- Sales and Influencing Skills

- Banking Product & Process Knowledge

- Planning and Organizing Skills

- Communication

- Knowledge of Competition & Current trends in financial Industry.

Certification:

- AMFI Certification

- IRDA Certification

- NCFM Certification (Optional)

- CAIIB (Optional)

Interested candidate and reach me on below mention details.

Tanvi Kurlawala
Mindshare Recruitment Consultants Pvt Ltd
Tel : 022-67615041
URL : www.mindshareconsultants.com
Add : 61,2nd Floor, Juhu Shopping Center,JVPD Scheme, Juhu,Mumbai 400049