Relationship Manager - Wealth Designation : Relationship Manager-Wealth Location : Mumbai Experience : 4-6 years Job Description : - Monitor and address HNI clients banking and Investment requirements - Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals - Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness - Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling - Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries for all managed clients within TAT specified Desired Candidate requirement: - Graduate/Post Graduate in any stream - 4-6 years of experience in managing HNI/Ultra HNI clients - Strong financial product and technical competence in the understanding, development and delivery of holistic investment solutions - Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization - Proficiency in English as well as in the native language spoken by the clients to be covered for the relevant market - Aptitude towards delivering high quality customer service with good organizational and interpersonal skills - Decision making skills with strong sense of ownership and ability to work under pressure

Mumbai

Relationship Manager - Wealth Segment - Bank 

Job Description for Relationship Manager - Wealth Segment - Bank  in Hireginie Talent Cloud Pvt Ltd in  Mumbai for (4-6) years of experience. Apply Now!