Relationship Manager - Wealth Banking

Relationship Manager - Wealth Banking

Job Description:

Relationship Management:

- Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management HNI Ultra HNI 5yr+ experience

Required Candidate profile:

• Provide the face of the Bank to the high net worth customers of the Bank.

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

Perks and benefits:

- Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management.

• Focusing on the analysis and satisfaction of HNI Customers' financial, banking, investment and business needs and objectives.
• Provide the face of the Bank to the high net worth customers of the Bank.

Detailed Responsibilities:

• To work in synergy with the cross functional teams to generate wallet share across Wealth & Liability products .

• To cross sell wealth & liability products to the bank's premium #Assetclients.

• Generate new business to achieve defined sales targets.

• Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

• Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.

• Ensure ongoing self-development.

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.