Strategic Client Growth Manager

1 day ago

Pune, Maharashtra, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878
Job Description

As a key member of our team, you will play a pivotal role in fostering and growing high-value client relationships. You will be responsible for managing the banking and investment relationships of affluent clients, driving the overall growth of liabilities and investment business.

Key Responsibilities:
  • Develop and grow high-net-worth client relationships by delivering exceptional service levels and personalized financial solutions.
  • Identify opportunities for revenue generation through deepening existing relationships and acquiring new clients.
  • Achieve sales targets across a wide range of banking products, including liabilities, retail assets, business banking, forex, credit cards, and investments.
  • Enhance client wallet share by proactively offering a full spectrum of retail and commercial banking products.
  • Grow cash and savings account balances through acquisition and relationship deepening initiatives.
  • Drive product and channel penetration to maximize client engagement and profitability.
  • Ensure high-quality client engagement through regular interactions and maintaining portfolio hygiene.
  • Act as the single point of contact for clients, ensuring timely resolution of service and sales queries.
  • Provide comprehensive financial planning and investment advisory services to high-net-worth clients, aligned with their goals and risk profiles.
  • Generate fee income through cross-selling wealth products, such as mutual funds, insurance, bonds, and structured products.

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