Manager/Sr Manager - Financial Advisor - Bank - HNI/UHNI

Position : Financial Advisor

Grade : Manager / Sr. Manager ( As Per Experience )

Location : Indore

Job description :

Relationship Management :

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

Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer 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.

Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships

Increase CASA balance in allocated portfolio either through Deepening or Acquisition

Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank

Customer Engagement:

Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

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

Capture and maximize the business opportunity through detailed client profiling as per organizational process