Relationship Manager - UHNI Segment - Bank/NDFC

We are Hiring Relationship Manager for one of the leading banks.

Candidate should be from Banks and NDFC (other industry not required)

Relationship Management :

- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from UHNI segment

- Develop, manage, and expand UHNI customer relationships by providing service level which exceeds client expectations of most important customer segment.

- 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

- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with IndusInd 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

Investment Advisory :

- Financial Planning and Investment Advisory to Ultra HNI clients

- Driving revenue business to generate fee income through products like mutual funds, investments and insurance

Process and Audit :

- Ensure all sales activity is recorded online as per the organizational process

- Capture and maximize the business opportunity through detailed client profiling as per organizational process.

Request you to share information on below points :

Salary Expectation :
Notice Period :
Preferred Location :
Any other offer in hand :
Availability :