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Designation:Relationship Manager/Wealth Manager - HNI - Business Banking Segment
Company Name:Leading MNC Bank
Summary:
Key Skills: Wealth Management #Banking #BFSI Sales #Corporate Banking
Sector: Banking,Financial services,Insurance
Industry Vertical: RetailBanking
Functional Area: Wealth Management
Certification:
Experience: 01-12yrs
CTC: -Lacs
Location: Ahmedabad,Bengaluru/Banglore,Chennai,Delhi,Hyderabad/Secunderabad,Mumbai,Pune,
Job Posted on: 19-01-2016
Prefered Level: Middle
Job code: HNI-BB
 
Job Description:
Monitor and address HNI clients banking and investment needs. Use financial acumen and investment expertise to review a clients personal data align a 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 & Sales across liabilities, business banking, assets and fee to assist and grow the existing relationship value, revenues & improved client stickiness. Achievement of product wise target. Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base portfolio. Consuct risk profiling of all mapped clients for better advisory on investment needs. Ensuring client contact ability at all times and updatation of contacts 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 regular basis and cross selling as many products as possible.
 
Company Profile:
Leading MNC Bank
Additional mail id:
 
Contact Details:
Company:ABT Group
Contact Person:Hardesh
Gurgoan
Gurgoan,Haryana,India,,mailid:hardesh_abthrgroup@gamil.com
   
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