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

Position : Financial Advisor

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

Location : Mumbai

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