1. Relationship Management - Portifolio of Ultra HNI and HNI customers.
2. Primary focus on Investment Advisory - PMS, MF & Other related products
Should be in Sales & Marketing of Luxury Products like
Luxury Cars- Estate - Luxury Spaces - 5 Crs. +
Watches - Rolex / Omega / Cartier etc.
2. Excellent Comm. Skills
- Managing and developing of HNI clients & cross-sell of wealth products.
- Build relationships for the long-term and understand clients' financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
- Maximize sales performance to achieve given revenue targets for self and team as well as that of the branch through liability products [Current / Savings / Term deposits], wealth management products and asset related products (secured, unsecured)
- Provide support for new product launches, and champion new sales initiatives.
- Device strategies to acquire large prospective customers through referrals, maximize market share in the catchment area of the branch, by below the line activities and promotions.
- Coordinate customer events along with the product team
- Ensure effective Relationship Management by monitoring the movement of the top customers of the branch, devise and implement a customer acquisition and retention programme.
- Improve product per customer holding
(ref : iimjobs.com)