Selected Relationship Manager_Wealth

JOB DESCRIPTION : Select Relationship Manager- Wealth

- Select Relationship Management is the most extensive proposition for IndusInd bank for its HNI clients.

- Select RM will cater to clients need across personal, business & financial banking.

- It is their job to ensure end to end resolution to customer's banking needs and updating them with the newest products available.

- Ensuring need based product approach towards clients and regular reporting of product penetration.

Grade Band : Middle Management

Desired qualification : Graduation and above

Experience : 2-9 years

- Select RM profile monitor and address clients banking and Investment requirements.

- Profile involves managing the High Net Worth customers of the Bank to Achieve the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

- Focusing on the analysis and satisfaction of HNI Customers- financial, banking, investment and business needs and objectives.

Detailed Responsibilities :

- Acquiring and managing business (HNI and ultra HNI).

- Increasing the liability book and investment AUM portfolio- size.

- Ensuring adherence to compliance processes and guidelines.

- Advice clients on their product requirement to maximize their investments.

- Develop new client relations through references.

- Generate the cross selling business from existing clients by cross selling other products (Family Account, Home loan, Personal Loan, Investment - ULIP and Mutual Fund, Credit Card and Forex).

- Maintain and develop client relationships and periodic visit to existing clients.

- Manage and track the leads and maintain DSR on regular basis.

- Profiling Customers and provide financial products to meet customer needs.

- Ensuring the highest levels of service to the High Net Worth customers.

- Formulate outbound and inbound sales plan to acquire new customers for increasing customer base of the portfolio.

Nikita Kushwaha

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