Senior Relationship Manager - Priority Banking - Bank

Opportunity for Sr. Relationship Manager - Priority Banking with a leading private sector bank.

Location: Hyderabad

Roles & Responsibilities:

1. Handling HNI Customer Portfolio as a Relationship Manager.

2. Implementing competent strategies with a view to penetrate new accounts and expand existing ones, meeting pre-determined business objectives.

3. Cross-sell diverse product basket (CASA, Term Deposits, Investment Advisory, Insurance, and Mortgage)

4. Interacting & developing a rapport with all external/internal constituents of the client at all levels for maximum client retention and achievement of service revenues.

5. Coordinating with high-net worth client and major accounts for smooth business operations and accomplishment of targets.

6. Monitoring clients' portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels.

7. Analyzing the risk appetite of an individual for providing them investment solutions, ensuring that solutions provided match the risk profile.