Relationship Manager - Wealth

• Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Group.

• 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.

• Maintains complete relationship record for assigned customer accounts.

• Endure adherence to all bank and regulatory Processes at all times.

Preferred candidate profile

Perks and benefits