
Strategic Relationship Development Specialist
15 hours ago
Relationship Management:
- Oversee the banking and investments relationship of clients, driving overall growth of Liabilities & Investment business from High Net Worth (HNI) segment.
- Develop, manage, and expand customer relationships by delivering exceptional service that exceeds client expectations for the most important customer segment.
- Identify current and potential relationships with additional revenue potential and cultivate business growth.
Generating Incremental Business
- Sales targets span liabilities, retail assets, business banking, foreign exchange, cards, and investments.
- Proactively sell the full range of consumer and commercial products to existing and prospective HNI clients.
- Increase balances in allocated portfolios through deepening or acquisition.
- Drive higher product and channel penetration to deepen mapped relationships and enhance customer engagement, ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining desired relationship values.
- Be the primary point of contact for clients and responsible for service and sales satisfaction of mapped clients.
Investment Advisory
- Provide financial planning and investment advisory services to HNI clients.
- Generate revenue business to produce fee income through products like mutual funds, investments, and insurance.
Process and Audit
- Ensure all sales activities are recorded online as per organizational requirements.
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