Elite Relationship Manager in Branch Banking

5 days ago

Navi Mumbai, India TEKPILLAR SERVICES Full time
IndiasLeading Bank

is seeking a highly motivated andexperienced

Elite Relationship Manager

to joinour dynamic Branch BankingDepartment.

In this pivotal roleyou will play a key role in building and managing strongrelationships with our most affluent clientele deliveringexceptional financial solutions and driving significant revenuegrowth.

Responsibilities:Build and maintainstrong longterm relationships with High Net Worth Individuals(HNWIs) assigned to yourportfolio.Conduct indepth financial needsanalysis to identify client goals risk tolerance and investmentpreferences.Develop and present customisedfinancial solutions encompassing a broad spectrum of products andservices including wealth management investment options prioritybanking services and creditfacilities.Actively identify crosssellingand upselling opportunities to deepen client relationships andmaximize portfolioprofitability.Proactively manage clientportfolios monitor performance and recommend adjustments as neededto ensure alignment with evolving financialgoals.Provide exceptional customerservice addressing client inquiries and concerns promptly andprofessionally.Achieve and exceed ambitioussales targets for new account openings product penetration andrevenue generation.Participate in branch events andinitiatives to build brand awareness and generate new businessleads.Maintain a deep understanding offinancial products market trends and regulatoryrequirements.

Qualifications:5 to 9 years of provenexperience in Core Retail Liability Banking Sales with a successfultrack record in HNI Portfolio RelationshipManagement.Strong understanding of wealthmanagement principles investment products and financial planningstrategies.Excellent communication andpresentation skills with the ability to build rapport andeffectively communicate complex financialconcepts.Proven ability to develop andmaintain strong client relationships built on trust andpersonalized service.

For more informationKindly ContactUs:

Jaydip P HRTeamPhone/WhatsApp:CoreBanking,Branch Banking,Banking,HNI,PortfolioManagement,Sales,Portfolio,Marketing,InvestmentBanking,Broking,Insurance,Client Relationship,BusinessDevelopment

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