High Net Worth Relationship Builder
1 day ago
We are seeking a seasoned Relationship Manager to join our team. As a key member of our client service department, you will be responsible for managing banking and investment relationships with high net worth individuals (HNIs).
Key Responsibilities:- Client Relationship Management:
- Develop, manage, and expand customer relationships by providing exceptional service levels that exceed client expectations.
- Identify current and potential relationships with additional revenue potential and grow business.
- Proactively sell the full range of consumer and commercial products to current and potential HNI relationships.
- Drive higher product and channel penetration to deepen mapped relationships and increase wallet share.
- Ensure portfolio quality by regularly engaging with each mapped relationship and maintaining desired relationship values.
- Act as the face to the client and the first person responsible for service and sales satisfaction of mapped clients.
- Provide financial planning and investment advisory to HNI clients.
- Drive revenue business to generate fee income through products like mutual funds, investments, and insurance.
- Ensure all sales activities are recorded online as per organizational processes.
- Capture and maximize business opportunities through detailed client profiling as per organizational process.
This role requires a strong ability to build and maintain long-term relationships, identify new business opportunities, and drive revenue growth.
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2 weeks ago
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Preferred Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...
