Relationship Manager/Wealth Manager - Bank

Required a candidate who have a good portfolio of Wealth Products and ready to accept a challenge as an individual 

Job Description :

- Profile involving acquiring, growing and deepening Affluent / Ultra HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Ultra HNI Customers- Banking, investment as well as Business needs and objectives.

- Provide the face of the Bank to the high net worth customers of the Bank.

- Manage and acquire a book and also mentor a team of - Indulge- Relationship Managers.

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues across all banking and investment solutions.

- Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales

- Achieve the Targets set in terms of product mix.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

- Candidate who is willing to work with a leading bank for an individual role.Who can achieve the target for Wealth Products

Age - below 35 years

Exp - 3 years and above

CTC - above 12 L (No bar for deserving candidate)

"Only focused on those candidate who can take challenge and work in Wealth Products"

Neha Garg
Mobile: 91-9897455333