Relationship Manager, Leading Pvt Bank, Gujarat Phenom Placement Services

3.0 - 7.0 years

0 Lacs

surat, gujarat

On-site

As a Relationship Manager at a Leading Pvt Bank in Gujarat, your primary responsibility will be to increase the Liability book and Investment AUM portfolio size by deepening existing relationships and acquiring new clients. You will be expected to generate revenue through cross-selling business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets. Acquiring Potential Insignia Clients and managing both business and individual (resident and NRI) clients will be key aspects of your role. To ensure client satisfaction and retention, you will need to focus on increasing product penetration, creating exit barriers, and cross-selling multiple products to each client. Regular portfolio allocations, reviews, and financial check-ups for clients are essential to provide tailored wealth management and business banking solutions in collaboration with product specialists. Working closely with Client Experience Managers will be necessary to deliver superior service to clients. Adherence to compliance processes and guidelines is crucial in this role to maintain the quality of documentation and reduce rejection rates. Ensuring 360-degree client engagement and total client ownership are vital for building strong, long-lasting relationships. Your willingness to work from office locations in Vadodara, Ahmedabad, and Surat may be required. If you find this role suitable, please send your CV along with details of your current salary (fixed + variable), expected CTC, current employer (if applicable), current location, notice period, total years of experience in the HNI portfolio, and availability for a face-to-face interview. Best regards, Varsha Phenom Placement Email: Varsha@phenomplacements.in,

Posted 1 month ago

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