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Relationship Manager, Wealth

Relationship Manager, Wealth

ConfidentialNavi Mumbai, Thane, Mumbai
30+ days ago
Job description
  • Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.
  • Achieve the Targets set in terms of product mix.
  • 360 degree coverage of client needs across his personal & business banking / financial needs.
  • Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management.
  • Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives.
  • Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
  • Manage the portfolio to de-risk against attrition and achieve stability of book.
  • Manage the key performance indicators at the highest level.
  • Manage the customer transition with utmost sensitivity.
  • Ensure compliance with these policies and procedures on an ongoing basis.
  • Any suspicious transaction must immediately be reported to the supervising officer.

    • Experience -

    • Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer / Burgundy / Priority / Insignia / Wealth Management / Pvt Banker .
    • Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments.
    • Should have experience of field sales & client interaction. Great communication with knowledge of local language.

      • Skills Required

      Sales, BD, Pms, Mf, Aif

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