Co Founder at Hy Fly Consultancy
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Relationship Head - Wealth Management - Bank (7-8 yrs)
Relationship Head - Wealth Management - Bank
- Responsible for wealth management & servicing of HNI customers and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/c's, retaining and enhancing the relationship. The RMs are also responsible for acquiring new to Bank relationships.
- To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
Job Requirements :
Skills/Knowledge prerequisites :
In depth domain knowledge of :
- Mutual Fund investments in detail, PMS, Insurance
- Equity Market, Current Economy
- Distribution / Channel management
- Good communication and presentation skills
- Good interpersonal skills
- Ability to work with other people well
- Willing to travel
- Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
- Acquire new customers who meet product criteria
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Maintain the overall quality / hygiene parameters of the portfolio
- Cross selling products of the bank based on the customer need
- Joint calls being done along with Supervisor as per defined process
- Advisory services to be offered based on the requirement in coordination with PBG.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
- Customer Service
- Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.
- Customer is informed about any regulatory or process change. Keep the customer updated on program features.
- Ensure timely customer communication on requests and concerns raised.
- Proactive complaint management through feedback from customers.
- Promoting all direct banking channels and ensuring that the customer is utilizing the same
- Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out
- Ensure smooth transition of handover/takeover of the portfolio
Educational Qualifications :
- Post graduate, preferably MBA
- CFP will be preferred
Experience Profile :
- 7-8 years' work experience in NBFC, Banks, Mutual Fund industry
Personality Traits :
- Very Good Communication Skills
- Able to drive people
- Good interpersonal skills
- Smart dresser & presentable
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