Relationship Manager - Wealth (hni/ultra HNI) - Leading Banks

Quotient Consultancy
  • Ernakulam, Kochi, Trivandrum
  • Confidential
  • 3-8 years
  • 247 Views
  • 13 May 2015
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  • Investments

  • Banking - Retail
Job Description

Job Responsibilities:

An Relationship Manager handles a group of High Net Worth
Clients

Profiling Customers and provide financial products to meet customer needs

Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs

Increase liabilities size of relationship via balances in accounts of existing customers

To Enhance & Retain customer profitability by capturing larger share of Wallet

Ensure profitability of the portfolio: Generate high Income per Customer

Acquire new customers who meet product criteria through cross-referencing


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Quotient Consultancy