Relationship Management Professional

2 days ago


Bilaspur, India beBeeFinancial Full time ₹ 1,04,000 - ₹ 1,30,878
Job Description

We are seeking an experienced Wealth Relationship Manager to join our team. The successful candidate will be responsible for managing the banking and investments relationship of clients, focusing on the growth of Liabilities & Investment business from HNI/NRI/UHNI segment.

">Key Responsibilities:
  • Manage the banking and investments relationship of clients to drive overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.
  • Develop, manage, and expand customer relationships by providing service level that exceeds client expectations in the most important customer segment.
  • Identify current and potential relationships with additional revenue potential and grow business.
  • Meet sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.
  • Proactively sell a full range of consumer and commercial products to current and potential HNI/NRI relationships.
  • Drive higher product and channel penetration to deepen mapped relationships and increase wallet share with Bank.
  • Ensure portfolio quality by regularly engaging with each mapped relationship and maintaining desired relationship values.
  • Provide financial planning and investment advisory to HNI/NRI clients through careful analysis and identification of customer needs, proposing appropriate products.
  • Drive revenue business to generate fee income through products like mutual funds, investments, and insurance.


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