Relationship Manager - Wealth (5-10 yrs)
Position : Relationship Manager
Job Location : Mumbai
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 to reach his 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
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio
- Ensuring need-based product approach towards clients and regular reporting of product penetration
- Conduct risk profiling of all mapped clients for better advisory on investment needs
Job Specifications :
PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization
- Min 3 to 4 years in Wealth Management
- Ability to manage relationships to improve relationship value of existing customers
- Ability to build and maintain long term relationships, deepening relationship and growing revenues
- Ability to provide seamless and superior service delivery
- Ability to ensure compliance with key regulatory and bank level requirements
lf interested, please send your updated CV in word format with following details (mandatory for short-listing) :
a) Total Experience and Relevant Exp in Wealth Management?
b) Notice Period (official / needs to serve)?
c) Current location and contact details?
d) Current Salary (Fixed and Variable)?
e) Expected Salary?
f) Open to work in Delhi/NCR?
g) Reason for Change?
h) If shortlisted, would you be available for F2F interview in next week (Date & Time)?
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