Relationship Manager - HNI Client Acquisition - Retail Banking

Exceed Consulting
  • Bangalore, Mumbai, Pune, Indore, Jabalpur
  • 10-15 lakh
  • 2-7 years
  • 29 Jul 2015

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

- Build the business, deepen relationships and managing key and potential HNI customers

- Utilize portfolio management to lower attrition and maximize revenue to achieve sales target

- Assess customer needs and make appropriate relationship enhancement recommendations through financial needs analysis

- Provide financial planning & Investment Advise to ensure the highest levels of service

- Ensure current and prospective customers have a consistent, superior experience with the bank

- Comply to various company compliance policy in selling

- MBA from reputed institutes with at least 2 yrs of experience in the BFSI sector managing acquisition & Servicing of High Net Worth customers.

- Strong sales sense with good selling and interpersonal skills

- Good knowledge of financial planning; ability to address financial needs of more sophisticated target customers

- Comprehensive knowledge of the economic trends, events and their potential effect on customers' finances

- Excellent communication skills, High energy level, aggressive, can do attitude and capability of performing independently under pressure with high efficiency

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Exceed Consulting