Job Description
Job Description:- Build the business, deepen relationships and managing key and potential HNI customers- Utilize portfolio management to lower attrition and maximize revenue to achieve sales target- Assess customer needs and make appropriate relationship enhancement recommendations through financial needs analysis- Provide financial planning & Investment Advice to ensure the highest levels of service- Ensure current and prospective customers have a consistent, superior experience with the bank Comply to various company compliance policy in sellingQualification and Experience- MBA from reputed institutes with at least 3+ yrs of experience in the BFSI sector managing acquisition & Servicing of High Net Worth customers.- Strong sales sense with good selling and interpersonal skills- Good knowledge of financial planning; ability to address financial needs of more sophisticated target customers- Comprehensive knowledge of the economic trends, events and their potential effect on customers' finances- Excellent communication skills, High energy level, aggressive, can do attitude and capability of performing independently under pressure with high efficiency (ref:iimjobs.com
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | HNI | Bank position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
