15h Left Relationship Manager, Wealth

7 days ago

Hyderabad Chennai Kolkata, India Quick Turtle Full time

Job Description Roles and Responsibilities: - Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. - Achieve the Targets set in terms of product mix. - 360 degree coverage of client needs across his personal & business banking/financial needs. - Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. - Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. - Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. - Manage the portfolio to de-risk against attrition and achieve stability of book. - Manage the key performance indicators at the highest level. - Manage the customer transition with utmost sensitivity. - Ensure compliance with these policies and procedures on an ongoing basis. - Any suspicious transaction must immediately be reported to the supervising officer. Experience - - Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker . - Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. - Should have experience of field sales & client interaction. Great communication with knowledge of local language.

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