Relationship Manager - Wealth Management - HNI - BFSI

Position: RM Wealth

Location : Mumbai

Job Responsibilities :

Monitor and address HNI clients' banking and investment needs

- Use financial acumen and investment expertise to review a client's personal data, align a clients 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 and fee to assist and grow the existing relationship value, revenues & improved client stickiness

- Achievement of product wise target

- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base portfolio

- Construct risk profiling of all mapped clients for better advisory on investment needs

- Ensuring client contactability at all times and updates of contacts in all necessary systems

- 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

- Reaching out to all mapped clients on regular basis and cross selling as many products as possible.

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.