Leading Bank_ Relationship Manager

6 days ago

Ahmedabad Jaipur Surat, India V Konnect Full time

Job Description Role & Responsibilities: Relationship Management - Manage banking and investment relationships of High Net-Worth Individuals (HNI) to drive growth in liabilities and investment business - Develop, retain, and expand customer relationships by delivering superior service to exceed client expectations - Identify current and potential relationships with additional revenue opportunities and scale up business accordingly Generating Incremental Business - Achieve sales targets across multiple product categories including liabilities, retail assets, business banking, forex, cards, and investments - Actively promote the full suite of consumer and commercial products to existing and prospective HNI clients - Increase CASA balances within the portfolio through both deepening of existing accounts and acquisition of new clients - Drive higher product and channel penetration to increase wallet share across mapped relationships Customer Engagement - Maintain portfolio quality by regularly engaging with clients and upholding the desired relationship values - Act as the primary point of contact for mapped clients, ensuring exceptional service and sales satisfaction Investment Advisory - Provide financial planning and investment advisory services tailored to HNI client needs - Generate fee-based income through the sale of investment products such as mutual funds, insurance, and structured investments Process and Audit - Ensure all sales and service activities are recorded accurately in accordance with organizational processes - Conduct thorough client profiling to identify and capitalize on business opportunities as per defined standards

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