Relationship Manager
1 day ago
- Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.
- Achieve the Targets set in terms of product mix.
- 360 degree coverage of client needs across his personal & business banking/financial needs.
- Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management.
- Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives.
- Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
- Manage the portfolio to de-risk against attrition and achieve stability of book.
- Manage the key performance indicators at the highest level.
- Manage the customer transition with utmost sensitivity.
- Ensure compliance with these policies and procedures on an ongoing basis.
- Any suspicious transaction must immediately be reported to the supervising officer.
Keywords Wealth Management , Relationship Manager - Pioneer, Burgundy, Priority, Preferred, Insignia, Pvt Banker, Investment Advisory, Portfolio Management Services, Mutual Funds, AIF, Alternate Funds, Financial Planning
Mandatory Key Skills Wealth Management , Financial Planning, Private Banking, Business Banking, Personal Banking , Relationship Management
Graduate / MBA
1) Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker .
2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments.
3) Should have experience of field sales & client interaction. Great communication with knowledge of local language.
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