Relationship Manager- Wealth HNI - Mumbai

Role & responsibilities:-

Relationship Management :

• Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers
• Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment
• Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business
• Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
• Proactively sells the full range of consumer and commercial product to current and potential Relationships
• Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio
• Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement.
• Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
• Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments
• Analyses financial needs of the customers and offer appropriate product with utmost transparency
• Drives revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance
• Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)
• Minimum Qualifications:-
• Bachelors degree Masters degree is preferred Professional Certifications AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage.
• Language Skills Written and spoken English is essential EXPERIENCE Years of Experience

Preferred candidate profile :

A minimum of 2 years of relevant experience with at least 1 year in a similar role Nature of Experience Prior experience in BFSI Secto