Relationship Manager - HNW - Bank

Opening for Premier Relationship Manager with a leading banking sector

Job Role/Position: Manager / Senior Manager

Job Roles & Responsibilities:

- Managing the High Net Worth customers of the Bank

- Responsible for marketing new business and proactively providing differentiated service to our existing premier customers in order to maximize profitability.

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

- Profiling Customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the High Net Worth customers.

- Provide ongoing portfolio supervision, with a continuous focus towards helping the client adapt to changes in personal circumstances and the financial environment.

- Providing Financial planning & Investment Advise.

- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.

- One point contact for all requirements of High Net Worth customers in the Branch

- Acquisition & Servicing of High Net Worth customers.

- Ensure meeting clients requirements while ensuring compliance with all regulations and controls as set by the Bank and external regulatory authorities by all staff.

- Retain existing high value clients by growth of wallet with the bank through relationship management activities.

Desired Candidate Profile:

- Any Graduate/Post Graduate/ Professional Degree with Minimum 2 years of work experience in Retail Branch Banking

- Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.

- Good Relationship Management & service focus Skills

- Good Communication & Presentation Skills

- Interpersonal & Influential Skills.

- Should have a good knowledge of liability products, third party products like Mutual Fund, Insurance.

You can also contact us on 022- 65566118 / 60660081