RM - Wealth (Leading Pvt Bank)

  • Bangalore, Chennai
  • Confidential
  • 1-6 years
  • 08 Sep 2015

  • Sales/ Business Development/ Account Management

  • Investment Banking, 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 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 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.

Candidates Willing to relocate to Chennai , Bangalore Can also apply

Should have a Sales Background , Industry doesn't matter

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