Owner at The Career Destination
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Relationship Manager - Sales - Bank (5-10 yrs)
- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Responsible for business development through acquisition of high net-worth clients.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
- Analyze client portfolios and make necessary suggestions.
- Recommend financial products.
- Responsible for identifying customer needs and assessing their risk appetite
- Provide regular updates to the immediate superior as and when required
- Create and enforce plans that will help meet the needs of the customer.
- Revenue Achievement of Revenue Target decided for the year
- Client Acquisition and Client Active Ratio Client acquisition: "X" clients to be added in this financial year Active client: "Y" clients needs to be active
- High Revenue Impact Project HNI Clients Engagement and their Revenue Growth
- USM (Knowledge,Meetings, Reach Ratio and Talk Time)
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
