Relationship Manager - UHNI/HNW - Bank

Job Profile:

- Wealth Management.

- Ultra HNI/HNW Client Management.

- Relationship Management.

- Client Servicing.

- Cross Selling.

- Sales across multiple Banking Products.

- Portfolio Management.

Brief Profiling:

- Handling a portfolio of Ultra High Net Worth Clients of the branch.

- Profiling Customers and provide financial products to meet customer needs.

- Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs.

- Increase liabilities size of relationship via balances in accounts of existing customers.

- To Enhance & Retain customer profitability by capturing larger share of Wallet.

- Ensure profitability of the portfolio: Generate high Income per Customer.

- Acquire new customers who meet product criteria through cross-referencing.