- Monitor and address HNI clients - Banking and Investment requirements - Use financial acumen and investment expertise to review a client's personal data, align client's need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals - Focus on business development across liabilities, assets &amp; fee to sustain and achieve growth in relationship value, revenues &amp; improved client stickiness - Achievement of product-wise targets - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio - Conduct risk profiling of all mapped clients for better advisory on investment needs - Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all mapped clients within TAT specified - Ensuring need based product approach towards clients and regular reporting of product penetration Key Skills : - Ability to manage relationships to improve relationship value of existing customers. - Ability to build and maintain long term relationships, deepening relationship and growing revenues. - Ability to provide seamless and superior service delivery - Ability to ensure compliance with key regulatory and bank level requirements. We are looking for MBA's with relationship / sales orientation. People from any industry may apply.

Pune

Relationship Manager - Wealth Management - HNI - Bank 

Relationship Manager - Wealth Management - HNI - Bank  ,Job Description for Relationship Manager - Wealth Management - HNI - Bank  in Kairos Consulting India in  Pune for (1-5) years of experience. Apply Now!

Job Description for Relationship Manager - Wealth Management - HNI - Bank  in Kairos Consulting India in  Pune for (1-5) years of experience. Apply Now!