RM - Wealth with Leading Pvt Bank

  • Bangalore, Chennai
  • Confidential
  • 1-6 years
  • 24 Aug 2015

  • Sales Support

  • Banking - Retail
Job Description

Job Responsibilities

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 productwise 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 contactability 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 spoecified

Ensuring need based proiduct approach towardsn clients and regular reporting of product penetration

Reaching out to all mapped clients on regular basis and cross selling as many products as possible.

Key Skills

Ability to manage relationships to improve relationship value of existing customers

Ability to build and maintain long term relationships deepening relationship and growing revenues

Ability to provide seamless and superior service delivery

Ability to ensure compliance with key regulatory and bank level requirements.

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