Vice President/Deputy Vice President/Assistant Vice President - Relationship Management - Bank

• 1. Relationship Management - Portifolio of Ultra HNI and HNI customers.
• 2. Primary focus on Investment Advisory - PMS, MF & Other related products
• Should be in Sales & Marketing of Luxury Products like
• Luxury Cars- Mercedes,BMW,Audi,Porche,etc
• Real Estate - Luxury Spaces - 5 Crs. +
• Watches - Rolex/Omega/Cartier etc.
• 2. Excellent Comm. Skills

• Managing and developing of HNI clients & cross-sell of wealth products.
• Build relationships for the long-term and understand clients' financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
• Maximize sales performance to achieve given revenue targets for self and team as well as that of the branch through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured)
• Provide support for new product launches, and champion new sales initiatives.

- Device strategies to acquire large prospective customers through referrals, maximize market share in the catchment area of the branch, by below the line activities and promotions.

• Coordinate customer events along with the product team
• Ensure effective Relationship Management by monitoring the movement of the top customers of the branch, devise and implement a customer acquisition and retention programme.

- Improve product per customer holding