Relationship Manager - Wealth - Banking

Exp. - Min. 2 Years (Wealth Background)

Vacant Requirement - Kanpur / Delhi NCR

Profile Summary :

- Premium Customer HNI relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI relationships financial, banking, investment and business needs and objectives.

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

Key Areas :

- 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 wallet share and satisfaction leading to client retention and growth.

- Ensure ongoing self-development.

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

- 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 - BEST in CLASS- productivity in order to maximize the efficacy of the sales process.

- 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.

Integration Management :

- Manage the customer transition with utmost sensitivity.

- Awareness of all the policies and procedures issued in relation to money laundering prevention.

- Ensure compliance with these policies and procedures on an ongoing basis.

- Any suspicious transaction must immediately be reported to the supervising officer.