Recrutier at Confluence Consulting
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Relationship Manager - Trade & Forex - HNI Segment - Bank (2-8 yrs)
Relationship Manager (Trade & Forex) with a leading Pvt Bank
Urgent opening for Relationship Manager-(Trade & Forex) with a leading Pvt Bank
Relationship Management :
- Managing the banking and investments relationship of clients and responsible for the overall growth of Liabilities & Investment business from HNI segment
- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segments.
- Identify current and potential relationship with additional revenue potential and grow business
- Generating Incremental Business
- Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships
- Increase CASA balance in allocated portfolio either through Deepening or Acquisition
- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
Customer Engagement :
- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
- Face to the client and First-person Responsible for service and sales satisfaction of mapped clients
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