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Leading Bank_ Relationship Manager

Leading Bank_ Relationship Manager

ConfidentialSurat, Jaipur, Ahmedabad
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 • Surat, Jaipur, Ahmedabad