Leading Bank_ Relationship Manager

ConfidentialAhmedabad, Surat, Jaipur

30+ days ago

Job description

Role & Responsibilities :

Relationship Management

Manage banking and investment relationships of High Net-Worth Individuals (HNI) to drive growth in liabilities and investment business
Develop, retain, and expand customer relationships by delivering superior service to exceed client expectations
Identify current and potential relationships with additional revenue opportunities and scale up business accordingly

Generating Incremental Business

Achieve sales targets across multiple product categories including liabilities, retail assets, business banking, forex, cards, and investments

Actively promote the full suite of consumer and commercial products to existing and prospective HNI clients

Increase CASA balances within the portfolio through both deepening of existing accounts and acquisition of new clients

Drive higher product and channel penetration to increase wallet share across mapped relationships

Customer Engagement

Maintain portfolio quality by regularly engaging with clients and upholding the desired relationship values

Act as the primary point of contact for mapped clients, ensuring exceptional service and sales satisfaction

Investment Advisory

Provide financial planning and investment advisory services tailored to HNI client needs

Generate fee-based income through the sale of investment products such as mutual funds, insurance, and structured investments

Process and Audit

Ensure all sales and service activities are recorded accurately in accordance with organizational processes

Conduct thorough client profiling to identify and capitalize on business opportunities as per defined standards

Skills Required

Relationship Management, Investment Advisory, Financial Planning

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Relationship Manager • Ahmedabad, Surat, Jaipur

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