HR Executive at V - Konnect Associates
Views:158 Applications:59 Rec. Actions:Recruiter Actions:31
Relationship Manager - UHNI/Super HNI - Banking (2-12 yrs)
Position - Relationship Manager - UHNI / Super HNI
Location - Mumbai
Experience : Min 2 Years ( Banking / NBFC only )
Job Description :
Relationship Management :
- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from UHNI / Super HNI segment
- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identify current and potential relationship with additional revenue potential and grow business .
Generating Incremental Business :
- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential UHNI Relationships .
- Increase CASA balance in allocated portfolio either through Deepening or Acquisition .
- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank .
Customer Engagement :
- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
- Face to the client and First person Responsible for service and sales satisfaction of mapped clients.
Investment Advisory :
- Financial Planning and Investment Advisory to UHNI clients.
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance.
Process and Audit :
- Ensure all sales activity is recorded online as per the organizational process .
- Capture and maximize the business opportunity through detailed client profiling as per organizational process.
Interested Talent can share their profiles or for further query can contact on 0124-4346316/7906642722.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
