Relationship Manager

3 weeks ago

Nagpur, Maharashtra, India UPGRAD Full time

Burgundy Relationship manager 9-19 yrs About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management personal banking and business lending solutions It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role - The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling - The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements - The position entails client management and acquisition with a key focus on expanding the Asset under Management - Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs - The center of all client engagements will be to ensure superior customer experience Key Responsibilities - Provide financial solutions to the Burgundy customers while maintaining high service standards- Maintain complete customer profile including the risk profile demographics and assets in the bank- Enrich relationships and garner higher wallet share through customer engagement activities- Deepen the existing relationships by cross selling the Bank s products and services third party investment products- Identify potential customers who can be sold tailored products to enhance product penetration- Acquire new customers by converting referral leads- Achieve targets as assigned by the organization on a monthly basis- Record and track all engagement activities through the CRM system- Comply with KYC SEBI rules regulations and legislation governing the BankQualifications Optimal qualification for success on the job is - Graduation Post graduation from a recognized institute- AMFI and NCFM certifications- 6-10 years managing High Net worth clientsRole Proficiencies For successful execution of the job the candidate should possess the following - Knowledge of banking products and services- Ability to manage complex client situations- Good communication both verbal and written skill in both English and the local language- Ability to handle pressure and meet deadlines- Good networking and relationship building skills ref updazz com

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