Managing Partner at Kairos Consulting, India
Views:128 Applications:37 Rec. Actions:Recruiter Actions:0
Relationship Manager - Wealth - Bank (1-5 yrs)
Job Responsibilities :
- Monitor and address HNI clients
- Banking and Investment requirements
- Use financial acumen and investment expertise to review a client's personal data, align client's 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
- Conduct risk profiling of all mapped clients for better advisory on investment needs
- Regular contact with all mapped clients through weekly / monthly calls
- Resolution of queries of all mapped clients within TAT specified
- Ensuring need based product approach towards clients and regular reporting of product penetration
Key Skills :
- 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.
We are looking for MBA's with relationship / sales orientation. People from any industry may apply.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
