Relationship Manager_Wealth

Experience Needed : 5 to7 Year

Roles and Responsibilities :

- 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

Senior Relationship Manager

Experience : 8 to 10

- 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

Experience Needed :- 10 to 16

Role Details :

- Responsible and accountable as Profit Center Head. Achievement of branch budgets- Retail liabilities/ Fee Income. Keeping tab on the market trends including that of the competitors.

- Act as a brand Ambassador of the Bank by implementing the strategies in tandem with Corporate Objectives.

- Act towards achieving business goals, set by CO, for the branch viz Deposits, Fee Income, and Profitability and communicate the same to all team members.

- Analyzing past performance, monitor trends, evaluate present trends/opportunities in the market for formalizing business strategies & generate leads for business development.

- Monitor and support Branch Sales to enable the Branch team to achieve 60% of the total Liability target and 90% of the Fee based income target.

- Monitor and support Out-bound Sales team to enable them to achieve 80% of the business targets.

Reports to: Regional Head- Wealth Management Group Role:- Branch Managers Wealth and Wealth Managers team- DBM Wealth and Operations team

- Manage top customers for the bank- Manage administration and operation of bank - Set and monitor wealth targets for branche- Allocate annual budgets of bank and managing profitability of the Branch

- Monitor the cluster sales target and strategize to acquire new accounts and expand existing accounts for a wide range of products and services

- Maintain good relationship with the clients; Push the wealth managers to deepen the relation with the customers

Deliverables :

- Provide training to Relationship Managers (RMs)

- Provide advisory services to corporate high net-worth customers to manage funds.Achieve the annual sales target by monitoring the Relationship Manager s (RMs) productivity

- Add more value to clients by fulfilling their immediate requirements according to their suitability- Ensure more value enhancement to the customer.

Kindly request to share the job opening as much as u can .

Manvendra Singh
8076138175

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