Strategic Relationship Builder

11 hours ago

Jaipur Udaipur Jodhpur, India beBeeRelationship Full time US$ 9,00,000 - US$ 12,00,000

Key Responsibilities

  • Develop and manage strategic banking and investment relationships with high net worth clients under priority programs.
  • Diversify revenue streams by deepening existing client relationships and identifying new business opportunities.
  • Maintain exceptional customer service standards to meet or exceed client expectations across the most valuable customer segment.

Business Development & Sales

  • Achieve sales targets across a range of products, including liabilities, retail assets, business banking, foreign exchange, cards, and investments.
  • Cross-sell a comprehensive suite of consumer and commercial banking products to existing clients.
  • Drive customer acquisition and balance growth within assigned portfolios.

Client Engagement

  • Maintain regular engagement with mapped high net worth clients to ensure portfolio quality and strengthen client relationships.
  • Serve as the primary point of contact for client service and sales satisfaction.
  • Promote high levels of channel and product penetration to meet client banking needs.

Investment Advisory

  • Provide financial planning and investment advisory services to high net worth clients.
  • Generate fee-based revenue through the sale of mutual funds, insurance, and other investment products.

Process Adherence & Compliance

  • Ensure all client interactions and sales activities are recorded digitally in accordance with defined processes.
  • Conduct detailed client profiling to identify and maximize business opportunities.
  • Comply with internal audit standards, risk management policies, and regulatory requirements.

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