Job Overview
A Priority Relationship Manager handles a portfolio of priority banking customers, focusing on relationship building, wealth management, and revenue generation through tailored financial products.
1) Manage and grow a portfolio of priority clients.
2) Build long-term relationships through regular engagement.
3) Understand financial goals, income patterns, and risk appetite.
4) Wealth Management & Advisory -Recommend investment products (mutual funds, bonds, fixed deposits, etc.).
5) Cross-sell insurance and other financial products. Provide portfolio review and advisory services
6) Business Development -Acquire new priority clients (through referrals, leads, networking), Increase Assets Under Management (AUM).
7) Meet sales and revenue targets, Customer Service Excellence,Deliver premium service experience, Resolve customer queries quickly, Conduct periodic financial reviews.
Ideal candidature is someone with 6+ years of experience in HNI Client handling , Candidates from banking , broking , bancassurance..etc can be ideal for the above role .