Senior Relationship Manager
4 weeks ago
Job Summary
We are seeking a highly skilled Senior Relationship Manager to join our team at Mintskill HR Solutions LLP. As a key member of our wealth management team, you will be responsible for acquiring, growing, and deepening relationships with our high net worth customers.
Key Responsibilities:
- Generate new business opportunities to achieve defined sales targets
- Build and deepen relationships with existing wealth customers to increase share of wallet and revenues
- Provide exceptional customer service to achieve high customer satisfaction and retention
- Manage the portfolio to derisk against attrition and achieve stability of book
- Manage key performance indicators at the highest level
- Have complete knowledge of the customer base in terms of profile, demographics, and psychographics
Sales:
- Achieve targets set in terms of product mix
- Focus on acquisition of resident customers
- Aggressively cross-sell and upsell wealth and asset products as well as trade and forex
- Achieve best-in-class productivity to maximize the efficacy of the sales process
- Achieve budgeted cross-sell targets
- Aggressively plan sales calls to acquire large prospective customers through referrals
- Ensure coverage of customer base in accordance with the Group-approved Relationship Matrix
Integration Management:
- Manage customer transition with utmost sensitivity
- Awareness of all policies and procedures issued in relation to money laundering prevention
- Ensure compliance with these policies and procedures on an ongoing basis
- Report any suspicious transactions to the supervising officer
Requirements:
- Graduate/Postgraduate degree
- Minimum 5 years of experience in banking or insurance
- Experience in managing client books
Perks and Benefits:
- Best-in-industry salary
- Incentives and other contests
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