Relationship Manager- Privy Banking

Designation:

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Role:

- Develop New and Existing HNI Customer relationships in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided bank.

- Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness.

-  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.

- Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls.

- Resolves client queries for the managed book within the specified TAT.

- Ensures high levels of customer service orientation and application of bank policy.

- Informs customers of new products or product enhancements to further expand the banking relationship.

- Plans and conducts special sales initiatives and events for prospective and existing clients.

Job Requirement:

-      Aptitude to deliver high quality customer service.

-      NISM/IRDA/AMFI if any can be strongly preferred.

-      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 expertise in Retail Banking Sales/ portfolio handling of HNI customers within Banking/NBFC.

-      Graduation Qualification in any stream/ MBA preferred.

Apply with latest resume at amit@assuredjob.com, you can connect at 7827930908 for further discussion.

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