Relationship Manager - HNI - Bank

Job Role:

- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with high networth clients (Min 20cr)

- Ensures high levels of customer service orientation and application of bank policy.

- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/solutions provided by the organization

- Will be responsible for cross sells existing bank products to customers selling all investment products.

- Responsible for achieving targets as assigned by the organization on a monthly basis.

- Understand clients risk profile and maximizes the 'risk vs. reward' balance by optimizing product mix.

- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry

- Provide regular updates to the immediate superior as and when required

Skills & Knowledge:

- Graduate / Post graduate with 2-5 yrs of experience

- Should have good communication & presentation skills.

- May have good existing client relationships in the market.

- Should be a self-starter, proactive & should be target oriented.

- Should possess strong networking & relationship building skills