Relationship Manager/Wealth Manager - HNI - Business Banking Segment

Opening for Relationship Manager/Wealth Manager in a Leading private Bank (1-12 yr)

Job Title : RM

Position : Relationship Manager

Location : Mumbai/Delhi/Hyderabad/Bengaluru/Jaipur/Chennai/Pune/Ahmedabad

Exp : 1 to 8 years

Education : MBA/PGDM

Key Skills : Trade and Relationship Group manage Key Trade & Current account Relationships in Business Banking Segment. The aim is to deliver the highest standards in service to their customers.

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 & Sales across liabilities, business banking, 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.

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

- Ensuring client contact ability at all times and updatation 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.