Senior HR Executive at V - Konnect Associates
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Relationship Manager - Wealth Management - Bank (4-15 yrs)
We are looking Relationship Manager (Wealth) for one of the leading bank for Delhi NCR / Mumbai.
Experience - Minimum 4 Years Experience in 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)
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