Relationship Manager - Vadodara Experience: 5 years + Salary: As per industry standards In office HNI, HNW, Wealth, Portfolio, Acquisition, Third Party, HNI Sales, HNI Client Handling Job Title – Relationship Manager Location - Vadodara Job Description: Role:- Develops New High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions. Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Adhere to all regulatory processes at all times. Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills. NISM certification necessary /IRDA preferable Fluent in communication skills, presentable and a quick grasping power. Decision making skills with good sense of ownership-understanding the client requirements Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management. Experience: minimum 5 years of experience in relationship and portfolio management. Should you be interested, please send me a copy of your resume in word format along with the following details ASAP. Show more Show less

Develops New High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions. Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Adhere to all regulatory processes at all times. Aptitude to deliver high quality customer service by using organization and interpersonal skills. NISM certification necessary /IRDA preferable Fluent in communication skills, presentable and a quick grasping power. Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management. Experience: minimum 5 years of experience in relationship and portfolio management. Should you be interested, please send me a copy of your resume in word format along with the following details ASAP. Show more Show less

Develops New High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions. Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Adhere to all regulatory processes at all times. Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills. NISM certification necessary /IRDA preferable Fluent in communication skills, presentable and a quick grasping power. Decision making skills with good sense of ownership-understanding the client requirements Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management. Experience: minimum 5 years of experience in relationship and portfolio management.

As a Relationship Manager specializing in High Net Worth (HNI) clients, your primary responsibility will be to develop new customer relationships within the priority business segment. This will involve conducting in-depth profiling of clients to identify opportunities and effectively match these opportunities to our range of products and solutions. Your goal will be to meet with clients in person to understand their financial goals and needs, providing tailored recommendations for appropriate investment products. In order to achieve this, you will be required to formulate and execute a comprehensive sales plan aimed at acquiring new HNI clients and expanding our customer base. Drawing on your investment expertise, you will conduct portfolio reviews for clients and present suitable products based on their individual requirements. Resolving client queries within the specified turnaround time and ensuring a high level of customer service will be crucial aspects of your role. As a Relationship Manager, you will also be expected to plan and execute special sales initiatives and events for both prospective and existing clients. Maintaining detailed records of client relationships, adhering to regulatory processes, and upholding the bank's customer service standards will be essential components of your day-to-day responsibilities. Job Requirements: - Demonstrate aptitude for delivering high-quality customer service through effective organization and interpersonal skills. - Possess NISM certification (IRDA certification preferred). - Exhibit fluent communication skills, a presentable demeanor, and a quick grasping power. - Showcase strong decision-making abilities and a sense of ownership in understanding and fulfilling client requirements. - Have proven expertise in portfolio management for high net worth clients and relationship building. - Preferably have experience in banking or NBFC with a strong background in portfolio management. Experience: You should have a minimum of 5 years of experience in relationship and portfolio management to be considered for this role.,