Relationship Manager (Wealth - HNI) - Leading Bank

Quotient Consultancy
  • Ahmedabad, Aurangabad, Jalgaon
  • Confidential
  • 3-8 years
  • 206 Views
  • 12 Mar 2015
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  • Sales/ Business Development/ Account Management

  • Banking - Retail, Financial Services/ Capital Markets, Banking - Corporate
Job Description

Job Responsibilities:

Managing the High Net Worth customers of the Bank
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
Profiling Customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the High Net Worth customers
Providing Financial planning & Investment Advise
Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
One point contact for all requirements of High Net Worth customers in the Branch
Acquisition & Servicing of High Net Worth customers.
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