Job Profile: Branch Relationship Manager (Liabilities) (HNI) CASA Acquisition Retail Branch banking Portfolio Management & HNI Profile. A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.
Job Profile: Branch Relationship Manager (Liabilities) Exp. Req: 3+ Yrs CASA Acquisition Age up to 33 Years Grade up to Senior Manager Retail Branch banking Portfolio Management & HNI Profile. A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management. Acting as an interface between the bank and its HNI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing. Designing Portfolio for investments on the basis of risk profile of customers using various applications To Enhance & Retain customer profitability by capturing larger share of Wallet Ensuring compliance and control in sales and service. Deepen the relationship by Cross selling Banks Products.
Age: 33 A Branch Relationship Manager handling HNI (High-Net-Worth) clients is responsible for building and maintaining strong relationships with wealthy individuals to grow the bank's business . This involves understanding their financial needs, offering tailored advice, and cross-selling relevant banking products and services. The role also includes acquiring new HNI clients, ensuring compliance with regulations, and collaborating with internal teams to deliver a superior client experience. Here's a more detailed breakdown: Key Responsibilities: Client Acquisition and Relationship Management: Identify and acquire new HNI clients through various channels. Develop and maintain strong relationships with existing HNI clients. Understand client's financial goals, risk appetite, and investment preferences. Act as the primary point of contact for all banking needs of assigned clients.