Preferred Relationship Manager

4 weeks ago


Bharuch, India TEKPILLAR SERVICES Full time

We areseeking a passionate and resultsoriented PreferredRelationship Manager to join our dynamic Retail BranchBanking team.

In this role you willmanage a portfolio of High Networth Individual (HNI) clientsspearhead new client acquisition and consistently achieve ambitioussales targets.

JobRoles andResponsibilities:

  • Develop deep clientrelationships understanding their financial needs andaspirations.

  • Build trust andloyalty ensuring their satisfaction and longterm partnership withthe bank.

  • Proactively identifyand target potential HNI clients within the assignedterritory.

  • Develop compellingvalue propositions and effectively present them to prospectiveclients.

  • Convert leads intoclients exceeding acquisition targets and contributing to branchgrowth.

  • Set ambitious butachievable sales goals for liabilities assets wealth managementproducts and other relevantofferings.

  • Implement effectivesales strategies and consistently exceed assignedtargets.

DesiredCandidatesProfile:

  • Minimum 29 years ofexperience in Retail Banking Wealth Management or a similarrole.

  • Provenrecord of accomplishment of exceeding sales targets and achievingclient satisfactiongoals.

  • Excellentcommunication interpersonal and presentationskills.

  • Strong analytical andproblemsolvingabilities.

  • Indepth knowledge ofIndian financial regulations and compliancerequirements.

InterestedCandidates can Call or Share their CVsto

Banking,BranchBanking,HNI Client Handling,PortfolioManagement,Sales,Marketing,Insurance,CrossSelling,CASA,Finance,FinancialServices,Investment



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