Relationship Manager/Senior Relationship Manager - Equities - Bank

Senior Relationship Manager - Equities - Private Banking

Responsibilities :

- 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 acquire new clients in the targeted HNI segment from outside the Bank consistently.

- To retain and enhance Advisory relationships that is converted.

- To ensure high level of customer satisfaction.

- To execute cross-sell efforts as per focus of the Bank at a given point of time.

Relationship Manager - Private Banking

- Equities and Private Banking Group

Responsibilities :

- 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 into the private banking group.

- 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.

- To acquire new clients in the targeted HNI segment from outside the bank.