Designation:Relationship Manager/Wealth Manager - HNI - Business Banking Segment
Company Name:Leading private Bank
Key Skills: Wealth Management #Banking #BFSI Sales #Corporate Banking
Sector: Banking,Financial services,Insurance
Industry Vertical: Wholesale and Corporate Banking
Functional Area: Wealth Management
Experience: 01-12yrs
CTC: -Lacs
Location: Bengaluru/Banglore,Chennai,Delhi,Hyderabad/Secunderabad,Mumbai,Pune,
Job Posted on: 27-04-2016
Prefered Level: Middle
Job code: BB
Job Description:
Monitor and address HNI clients banking and investment needs. - Use financial acumen and investment expertise to review a client s 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. - Conduct 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 private Bank
Additional mail id:
Contact Details:
Company:sigmasix consulting services
Contact Person:sanvi
  Register with BFSIhiring and applyApply job without registration