Relationship Manager – Wealth Management – Bank (4-10 yrs) Delhi (BFSI Sales/Marketing)

Job title: Relationship Manager – Wealth Management – Bank (4-10 yrs) Delhi (BFSI Sales/Marketing)


Job description: We are looking for Relationship Manager (Wealth_ for one of the leading Bank for Delhi NCR.Experience- Minimum 4 Years of experience into bankingCTC- As per company normsJob 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 to reach his 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- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio- Conduct risk profiling of all mapped clients for better advisory on investment needs- 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 of all mapped clients within TAT specified- Ensuring need based product approach towards clients and regular reporting of product penetration- Reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)Interested candidate can share their resume on below mentioned mail id.Sushmita Bisht (

Expected salary:

Location: Delhi

Job date: Sun, 26 Apr 2020 04:21:28 GMT

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