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11/04 Pooja Sharma
HR Executive at V - Konnect Associates

Views:158 Applications:59 Rec. Actions:Recruiter Actions:31

Relationship Manager - UHNI/Super HNI - Banking (2-12 yrs)

Mumbai Job Code: 32903

Position - Relationship Manager - UHNI / Super HNI

Location - Mumbai

Experience : Min 2 Years ( Banking / NBFC only )

Job Description :

Relationship Management :

- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from UHNI / Super HNI segment

- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.

- Identify current and potential relationship with additional revenue potential and grow business .

Generating Incremental Business :

- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.

- Proactively sell the full range of consumer and commercial product to current and potential UHNI Relationships .

- Increase CASA balance in allocated portfolio either through Deepening or Acquisition .

- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank .

Customer Engagement :

- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

- Face to the client and First person Responsible for service and sales satisfaction of mapped clients.

Investment Advisory :

- Financial Planning and Investment Advisory to UHNI clients.

- Driving revenue business to generate fee income through products like mutual funds, investments and insurance.

Process and Audit :

- Ensure all sales activity is recorded online as per the organizational process .

- Capture and maximize the business opportunity through detailed client profiling as per organizational process.

Interested Talent can share their profiles or for further query can contact on 0124-4346316/7906642722.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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