Relationship Manager - Exclusive Wealth - HNI - Bank

Employer - Leading Pvt Bank

Profile - Exclusive Wealth Relationship Manager

Job Location - Delhi

Role & Responsibilities:

Relationship Management profile involving acquiring, growing and deepening Customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Customers- financial, banking, investment and business needs and objectives.

- Provide the face of the Bank to the highest net worth customers of the Bank.

- Generate new business to achieve defined sales targets

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Ensure ongoing self-development.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales

- Achieve the Targets set in terms of product mix.

- Achieve - best in class- productivity in order to maximize the efficacy of the sales process.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Integration Management

- Manage the customer transition with utmost sensitivity.

- Awareness of all the policies and procedures issued in relation to money laundering prevention.

- Ensure compliance with these policies and procedures on an ongoing basis.

- Any suspicious transaction must immediately be reported to the supervising officer.

Please share below details if you are interested:

1. Current CTC
2. Expected CTC
3. Current Employer
4. Notice Period
5. Ok for Delhi-Yes/No

Nidhi