Privy Relationship Manager

2 days ago


Bengaluru, India Mintskill HR Solutions LLP Full time
Department Priority – Retail Liabilities
Location : Multiple locations in India
Number of Positions 15
Position Grade: M4/M5

A premium banking proposition designed to cater for the financial planning, banking and investment needs of the fast growing affluent consumer segment. The program brings in several best-in-class, technology-savvy and financially smart offerings for its customers to give them a holistic and convenient financial services experience. The sales team primarily comprises of RMs, Sr RMs, and affluent RMs.

key responsibilities:  
  • This is an individual contributor role
  • This role is to acquire B2C clientele & build portfolio there on
  • Acquisition
    • Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies family of existing customers. Acquire new accounts from referrals from existing customers
    • Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customer.
  • Relationship Building Deepening Cross Sell
    • Ensure consistent growth of Investment AUM & CASA portfolio. Work closely with the Head RM to establish synergies with different channels for maximum wallet share.
    • Informs customers of new products or product enhancements to expand the banking relationship further.
    • Ensure all business happens strictly within the compliance guidelines & framework of the bank
  • Retention
    • Ensure top class service delivery to clients to be in line with the best in the industry.
    • Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances.
    • Work towards reactivating accounts which have stopped transacting or depleted in balances.
    • Assist in resolving service hurdles to create a delight situation for customers.



Requirements
  • Developing and maintaining banking relationships with a select group of high net worth customers ( Business Banking or HNI ) through individualised customer services
  • MIS generation
  • Graduate - 4 -6 years of experience AMFI / IRDA
  • Post Graduate - 2 -4 years of experience AMFI / IRDA


Benefits



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