High Net Worth Banking Relationship Manager

1 week ago


Mumbai, Maharashtra, India Mintskill HR Solutions LLP Full time
Job Overview

Mintskill HR Solutions LLP is seeking a skilled and experienced High Net Worth Banking Relationship Manager to join our team. This role involves developing and maintaining banking relationships with high net worth customers, providing individualized customer services, and generating MIS reports.

Key Responsibilities
  • Relationship Building and Deepening: Ensure consistent growth of investment AUM & CASA portfolio by working closely with the Head RM to establish synergies with different channels for maximum wallet share.
  • Retention: Deliver top-class service delivery to clients, monitor high net worth accounts closely to ensure regular use and growth of balances, reactivate dormant accounts, and resolve service hurdles.
  • Acquisition: Assist in executing successful micro-events for acquisition of new clients, acquire new accounts from group companies and referrals from existing customers, and develop new and expand existing High Net worth Customer relationships for liabilities.
Requirements
  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services.
  • MIS generation.
  • Graduate - 4-6 years of experience in AMFI/IRDA.
  • Post Graduate - 2-4 years of experience in AMFI/IRDA.
Benefits

This role offers a competitive salary of ₹1,200,000 per annum, making it an attractive opportunity for those looking to grow their careers in the financial industry.



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