19/06 Jagrith Choudhary
Managing Partner at Kairos Consulting

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Relationship Manager - HNI Segment - Bank (1-10 yrs)

Chennai Job Code: 711134

Relationship Manager - High Net Worth Individuals - Bank


Client: Leading Private Sector Bank

Base Location: Chennai

Role: Relationship Manager for High Net Worth Individuals

Job Responsibilities :

- Monitor and address HNI clients banking and Investment requirements

- Use financial acumen and investment expertise to review a client's personal data, align clients' need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals

- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Achievement of product-wise targets

- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio

- Conduct risk profiling of all mapped clients for better advisory on investment needs

- Regular contact with all mapped clients through weekly / monthly calls

- Resolution of queries of all mapped clients within TAT specified

- Ensuring need based product approach towards clients and regular reporting of product penetration

Key Skills :

- Ability to manage relationships to improve relationship value of existing customers

- Ability to build and maintain long term relationships, deepening relationship and growing revenues

- Ability to provide seamless and superior service delivery

- Ability to ensure compliance with key regulatory and bank level requirements

Women-friendly workplace:

Maternity and Paternity Benefits

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