Relationship Manager - Wealth - Bank (5-10 yrs)
Salary : INR 6,00,000 - 10,00,000 P.A.
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) ?
Himanshu
Senior Consultant
BeanHR Consulting
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