Senior Relationship Manager - HNI - Bank (7-15 yrs)
Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management.
- Focusing on the analysis and satisfaction of HNI Customers - financial, banking, investment and business needs and objectives.
- Provide the face of the Bank to the high net worth customers of the Bank.
- Generate new business to achieve defined sales targets
- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
- Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
- Ensure ongoing self-development.
- Manage the portfolio to de-risk against attrition and achieve stability of book.
- Manage the key performance indicators at the highest level.
- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places
- Achieve the Targets set in terms of product mix.
- Achieve - best in class- productivity in order to maximize the efficacy of the sales process.
- Achieve the budgeted cross sell targets.
- Aggressive Sales call plans to acquire large prospective customers through referrals.
- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.
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