Pioneer Relationship Manager / Wealth Manager - Bank

AV Global Advisory Services

5 - 10 years

10 - 20 Lacs

chennai

Posted:Just now| Platform:

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Skills Required

hni wealth product wealth management private banking ultra hni investment advisory hni client handling investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank.

Detailed Summary:

Relationship mgt of the most elite customer segment of the bank.
Generate new business to achieve defined sales targets through meeting with customers.
Build and deepen relationships with existing Ultra HNI Pioneer Customers to achieve increase in share of wallet and revenues.
Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
Ensure ongoing self-development.
Manage the portfolio to de-risk against attrition and achieve stability of book.
Manage the key performance indicators at the highest level
Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank

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