Relationship Manager, Wealth

• Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.
• Achieve the Targets set in terms of product mix.
• 360 degree coverage of client needs across his personal & business banking/financial needs.
• 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 professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Manage the key performance indicators at the highest level.
• Manage the customer transition with utmost sensitivity.
• Ensure compliance with these policies and procedures on an ongoing basis.
• Any suspicious transaction must immediately be reported to the supervising officer.

Keywords Wealth Management , Relationship Manager - Pioneer, Burgundy, Priority, Preferred, Insignia, Pvt Banker, Investment Advisory, Portfolio Management Services, Mutual Funds, AIF, Alternate Funds, Financial Planning

Mandatory Key Skills Wealth Management , Financial Planning, Private Banking, Business Banking, Personal Banking , Relationship Management

Graduate / MBA

1) Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker .

2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments.

3) Should have experience of field sales & client interaction. Great communication with knowledge of local language.