Relationship Manager - Privy League - HNI

Privy League - Relationship Manager

Job Description :

Designation : Privy League - Relationship Manager

Grade : Manager/Senior Manager

Location : Surat

CTC : Upto 10 Lacs

Responsibilities :

- Handling HNI Customer Portfolio as a Relationship Manager.

Details :

- Implementing competent strategies with a view to penetrate new accounts and expand existing ones, meeting pre-determined business objectives.

- Cross sell diverse product basket (CASA, Term Deposits, Investment Advisory, Insurance and Mortgage)

- Interacting & developing rapport with all external/internal constituents of client at all levels for maximum client retention and achievement of service revenues.

- Coordinating with high-net worth client and major accounts for smooth business operations and accomplishment of targets.

- Monitoring clients' portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels.

- Analyzing risk appetite of an individual for providing them investment solutions, ensuring that solutions provided match the risk profile.

Requirements :

- Candidate must possess at least a Graduate/Post

- Graduate/Professional Degree in any field.

- Good Relationship Management & service focus Skills

- Good Communication & Presentation Skills

- Interpersonal & Influential Skills.