Job Description
Roles and Responsibilities
Monitor and address HNI clients banking and Investment requirements
Use financial acumen and investment expertise to review a clients 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
Monitor and address HNI clients banking and Investment requirements
Use financial acumen and investment expertise to review a clients 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
💡 Quick Summary
Seeking a career-building opportunity? The Hiring For Bank | Wealth Service Relationship Manager | | |HV|4+8 position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai, Maharashtra offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
