Job Overview
Scope of the Job - Relationship Manager will be responsible for Building ,Maintaining ,Managing and Acquiring the High Net Worth customers in the Bank and achieving the targets assigned in terms of cross selling , increasing wallet share and Acquisitions.
Job Description
1) Manage and grow the Portfolio of the HNI / UHNI Clients .
2) Acquire new HNI clients through references, networks and market mapping, while increasing wallet share of existing clients.
3) Build deep relationships with clients and provide personalized wealth management and banking solutions.
4) Handle products across Investments, Mutual Funds, Insurance, Loans, Deposits, Demat and other banking/wealth solutions.
5) Achieve revenue, acquisition and cross-sell targets while ensuring high-quality client servicing and compliance.
6) Work closely with Investment/Wealth Specialists and product teams to provide comprehensive financial solutions.
Looking for Candidates from Banks or other wealth Management industries having good sales experience of CASA , Liability / TPP Products ,Bancassurance , Portfolio Management , Wealth Management , Handling NRI customers