Relationship Manager – Wealth Management – Bank (4-15 yrs) Delhi NCR/Mumbai (BFSI Sales/Marketing)

Job title: Relationship Manager – Wealth Management – Bank (4-15 yrs) Delhi NCR/Mumbai (BFSI Sales/Marketing)


Job description: We are looking Relationship Manager (Wealth) for one of the leading bank for Delhi NCR / Mumbai.Experience – Minimum 4 Years Experience in 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) (

Expected salary:

Location: Delhi – Mumbai, Maharashtra

Job date: Sat, 25 Apr 2020 05:57:14 GMT

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