HR at Sirsha HR Consultant
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Relationship Manager - Wealth Management - Bank (4-10 yrs)
We are looking for Relationship Manager (Wealth_ for one of the leading Bank for Delhi NCR.
Experience- Minimum 4 Years of experience into banking
CTC- As per company norms
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
- Conduct risk profiling of all mapped clients for better advisory on investment needs
- Ensuring client contactability at all times through updation of latest contact details in all necessary systems
- 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
- Reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)
Interested candidate can share their resume on below mentioned mail id.
Sushmita Bisht
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