Relationship Manager - Wealth Segment - Bank (4-6 yrs)

Relationship Manager - Wealth

Designation : Relationship Manager-Wealth

Location : Mumbai

Experience : 4-6 years

Job Description :

- Monitor and address HNI clients banking and Investment requirements

- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals

- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling

- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio

- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

- Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls

- Resolution of queries for all managed clients within TAT specified

Desired Candidate requirement:

- Graduate/Post Graduate in any stream

- 4-6 years of experience in managing HNI/Ultra HNI clients

- Strong financial product and technical competence in the understanding, development and delivery of holistic investment solutions

- Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization

- Proficiency in English as well as in the native language spoken by the clients to be covered for the relevant market

- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills

- Decision making skills with strong sense of ownership and ability to work under pressure