Relationship Manager - Vadodara

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.,