Verified Job
Accounting - Finance
Relationship Manager Wealth Segment Bank 46 yrs
Accounting - Finance
#320471
Remote / WFH
Job Description
Relationship Manager - Wealth
Designation : Relationship Manager-Wealth
Location : Mumbai
Experience : 4-6 years
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 reach 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 and cross selling products as per the demographic, lifestyle and risk profiling
- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
- 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 for all managed clients within TAT specified
Desired Candidate requirement:
- Graduate/Post Graduate in any stream
- 4-6 years of experience in managing HNI/Ultra HNI clients
- Strong financial product and technical competence in the understanding, development and delivery of holistic investment solutions
- Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization
- Proficiency in English as well as in the native language spoken by the clients to be covered for the relevant market
- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills
- Decision making skills with strong sense of ownership and ability to work under pressure
Designation : Relationship Manager-Wealth
Location : Mumbai
Experience : 4-6 years
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 reach 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 and cross selling products as per the demographic, lifestyle and risk profiling
- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
- 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 for all managed clients within TAT specified
Desired Candidate requirement:
- Graduate/Post Graduate in any stream
- 4-6 years of experience in managing HNI/Ultra HNI clients
- Strong financial product and technical competence in the understanding, development and delivery of holistic investment solutions
- Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization
- Proficiency in English as well as in the native language spoken by the clients to be covered for the relevant market
- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills
- Decision making skills with strong sense of ownership and ability to work under pressure
