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06/03 Akshata Irkal
Talent Search Consultant at Hireginie Talent Cloud Pvt Ltd

Views:36 Applications:3 Rec. Actions:Recruiter Actions:3

Relationship Manager - Wealth Management - Bank (4-6 yrs)

Mumbai Job Code: 261363

Designation: Relationship Manager-Wealth

Location- Mumbai
Experience: 4-6 years

Desired Candidate requirement :

- Graduate/Post Graduate in any stream

- 4-6 years of experience in managing HNI/Ultra HNI clients

- Strong financial product and technical competence in the understanding, development and delivery of holistic investment solutions

- Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization

- Proficiency in English as well as in the native language spoken by the clients to be covered for the relevant market

- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills

- Decision making skills with strong sense of ownership and ability to work under pressure

Job Description :

- Monitor and address HNI clients banking and Investment requirements

- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals

- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling

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

- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

- Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls

- Resolution of queries for all managed clients within TAT specified

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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