Sourcing and Delivery Manager at Confidential
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Relationship Manager - Private Banking - HNI Segment (4-15 yrs)
RM - PRIVATE BANKING
Location : Mumbai
Experience : 4.0 - 15.0 Years
Function : Sales & Marketing
Job Description :
- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.
- Acquiring high value relationships for private wealth
- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
- Service the banking requirements of the super HNI clients.
- To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.
- To execute cross sell efforts as per focus of the bank at any given point in time.
- To keep one self updated on the financial markets and in advisory products / services in particular
- Business generation on Investment Advisory Services.
- Guiding, developing and motivating Team members for achieving Team targets.
- To work with the retail branch banking channels towards lead generation, client acquisition and servicing.
- Ensuring proper development of Business in area in terms of clients, Market share, processes and relationship management.
- To meet the Sales target in terms of income generated across all advisory Products as also Product support for TPP.
- To ensure high level of customer satisfaction
Qualification : Any Graduate
Working Days : 6 Days a Week ( to )
Job Nature : Full Time
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