Platinum Relationship Manager

4 weeks ago

Navi Mumbai, India TEKPILLAR SERVICES Full time

IndiasLeading Bank is seeking a highly motivated andexperienced Platinum Relationship Manager tojoin our dynamic Branch BankingDepartment.

In this pivotal roleyou will play a key role in building and managing strongrelationships with our most affluent clientele deliveringexceptional financial solutions and driving significant revenuegrowth.

Responsibilities:

  • Build and maintainstrong longterm relationships with High Net Worth Individuals(HNWIs) assigned to yourportfolio.
  • Conduct indepth financial needsanalysis to identify client goals risk tolerance and investmentpreferences.
  • Develop and present customisedfinancial solutions encompassing a broad spectrum of products andservices including wealth management investment options prioritybanking services and creditfacilities.
  • Actively identify crosssellingand upselling opportunities to deepen client relationships andmaximize portfolioprofitability.
  • Proactively manage clientportfolios monitor performance and recommend adjustments as neededto ensure alignment with evolving financialgoals.
  • Provide exceptional customerservice addressing client inquiries and concerns promptly andprofessionally.
  • Achieve and exceed ambitioussales targets for new account openings product penetration andrevenue generation.
  • Participate in branch events andinitiatives to build brand awareness and generate new businessleads.
  • Maintain a deep understanding offinancial products market trends and regulatoryrequirements.

Qualifications:

  • 5 to 12 years ofproven experience in Core Retail Liability Banking Sales with asuccessful track record in HNI Portfolio RelationshipManagement.
  • Strong understanding of wealthmanagement principles investment products and financial planningstrategies.
  • Excellent communication andpresentation skills with the ability to build rapport andeffectively communicate complex financialconcepts.
  • Proven ability to develop andmaintain strong client relationships built on trust andpersonalized service.

For more informationKindly ContactUs:

Jaydip P HRTeam

Phone/WhatsApp:

CoreBanking,Branch Banking,Banking,HNI,PortfolioManagement,Sales,Portfolio,Marketing,InvestmentBanking,Broking,Insurance,Client Relationship,BusinessDevelopment

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