Wealth Manager/Relationship Manager - Bank

Wealth Manager/Relationship Manager - Bank

Responsibilities:

- Responsible for increasing liabilities size of relationship via balances in accounts of existing HNI customers and enhancing customer profitability by capturing larger share of wallet

- Review the inflows and outflows in the mapped HNI accounts and also proactively tracks HNI visits to India

- Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings

- Generates new sales leads for HNI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc.

Secondary Responsibilities:

- Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers

- Recommend process changes in order to improve service efficiency and quality across the branch network.

- Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives

- Knowledge of the Banking Industry, FEMA regulations governing HNI business, HNI / HNW Customer Behaviour, Money and Financial Markets

Managerial & Leadership Responsibilities - (if applicable)

- Attract and retain best-in-class talent for key roles in their reporting structure

- Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements Enable teams to drive growth targets by providing necessary support "

- Key Success Metrics

- CA/SA and TD growth targets, Customer Acquisition targets, Product Cross Sell targets

- Involved in increasing customer engagement through cross - selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment Products like Forex, Remittances, Loans, etc. to new and existing customers