Burgundy Relationship manager (9-19 yrs)

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

Qualifications :

Optimal qualification for success on the job is :

- Graduation/Post graduation from a recognized institute

- AMFI and NCFM certifications

- 6-10 years managing High Net worth clients

Role Proficiencies :

For successful execution of the job, the candidate should possess the following :

- Knowledge of banking products and services

- Ability to manage complex client situations

- Good communication (both verbal and written) skill in both English and the local language

- Ability to handle pressure and meet deadlines

- Good networking and relationship building skills