Privy Relationship Manager
2 days ago
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.
- 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
- 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
- Ensure consistent growth of Investment AUM & CASA portfolio. Work closely with the Head RM to establish synergies with different channels for maximum wallet share.
- 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.
- Ensure top class service delivery to clients to be in line with the best in the industry.
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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