Relationship Manager - Wealth Product - UHNI - BFS

Key Responsibilities :

Manage Ultra HNI Clients

Salary : Above 1000000

Experience : above 1 Year

Product : Wealth Products

- Generate new business to achieve defined sales targets

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Have complete knowledge of the customer base in terms of the profile, demographics & Psychographics and assets in the Bank and in other places.

- Achieve - best in class - productivity in order to maximize the efficacy of the sales process.

- Manage the customer transition with utmost sensitivity.

Aakriti Khosla
Mob no. - 7838705984