Relationship Manager - Wealth Management - HNI Segment - Bank

Role details are given below :

- Relationship Manager handles a group of High Net Worth Clients

- 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.

Eligibility :

- Post graduate with minimum 2 years of experience in selling LAS/ Investments / Mutual funds to HNI, NRI and retail customers.

- Should have good knowledge of all Banking Products.

- Should have a good knowledge of Third Party Products like Mutual Fund,