Relationship Manager
Published date: 2024/01/10
- Location: Hyderabad, Telangana , India
We are hiring for Senior Relationship Manager role for one of the leading Bank's in India.
About Affluent Business:
Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points.
About the Role:
The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience
Key Responsibilities:
• Provide financial solutions to the Burgundy customers while maintaining high service standards
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Enrich relationships and garner higher wallet share through customer engagement activities
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
• Identify potential customers who can be sold tailored products to enhance product penetration
• Acquire new customers by converting referral leads
• Achieve targets as assigned by the organization on a monthly basis
• Record and track all engagement activities through the CRM system
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Requirements:
• Minimum experience required in the same field 5 - 15 Years
• Graduation Master / Bachelor degree
• Should have good communication skills, interpersonal and good experience in investment products and stocks.
• Should be from wealth background and handling HNI Clients
• Should be interested for individual role and for the Senior Manger grade
Interested candidates can ping me on this number 8105988218 or share your cv to this email ID Hema@talchemist.com.
\*\* If this doesn't suit your requirements, you may send your references for the same via mail on the co-ordinates given above. We do have a lucrative referral bonus scheme if your referred candidate joins any of our targeted banks and completes 3 months therein.
Job Type: Full-time
Salary: ₹70,000.00 - ₹100,000.00 per month
Benefits:
• Health insurance
• Provident Fund
Schedule:
• Day shift
Supplemental pay types:
• Performance bonus
• Yearly bonus
Education:
• Bachelor's (Preferred)
Work Location: On the road
Application Deadline: 30/09/2023
About Affluent Business:
Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points.
About the Role:
The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience
Key Responsibilities:
• Provide financial solutions to the Burgundy customers while maintaining high service standards
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Enrich relationships and garner higher wallet share through customer engagement activities
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
• Identify potential customers who can be sold tailored products to enhance product penetration
• Acquire new customers by converting referral leads
• Achieve targets as assigned by the organization on a monthly basis
• Record and track all engagement activities through the CRM system
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Requirements:
• Minimum experience required in the same field 5 - 15 Years
• Graduation Master / Bachelor degree
• Should have good communication skills, interpersonal and good experience in investment products and stocks.
• Should be from wealth background and handling HNI Clients
• Should be interested for individual role and for the Senior Manger grade
Interested candidates can ping me on this number 8105988218 or share your cv to this email ID Hema@talchemist.com.
\*\* If this doesn't suit your requirements, you may send your references for the same via mail on the co-ordinates given above. We do have a lucrative referral bonus scheme if your referred candidate joins any of our targeted banks and completes 3 months therein.
Job Type: Full-time
Salary: ₹70,000.00 - ₹100,000.00 per month
Benefits:
• Health insurance
• Provident Fund
Schedule:
• Day shift
Supplemental pay types:
• Performance bonus
• Yearly bonus
Education:
• Bachelor's (Preferred)
Work Location: On the road
Application Deadline: 30/09/2023
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