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Affluent Relationship Manager (BANK) Mumbai

Affluent Relationship Manager (BANK) Mumbai

Quotient Consultancy

10 - 20 years

15 - 30 Lacs

Hyderabad Bengaluru Mumbai (All Areas)

Posted:1 month ago| Platform:

Apply

Skills Required

wealth HNI Private Banking Portfolio Management PMS Priority Banking Private Wealth

Work Mode

Work from Office

Job Type

Full Time

Job Description

Affluent Relationship Manager for Leading Bank MUMBAI/ Bangalore/Hyderabad Interested please call MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.com Role:Leading Bank Hiring Affluent Relationship Manager - 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.

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Affluent Relationship Manager (BANK) Mumbai