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Hiring for Relationship Manager - Wealth Management Group - HNI in Bengaluru/Bangalore, Chennai for (Job in Kolkata)

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Job Description:Job Responsibilities : - Monitor and address HNI clients - Banking and Investment requirements - Use financial acumen and investment expertise to review a client' s personal data, align client' s 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 across liabilities, assets & amp amp fee to sustain and achieve growth in relationship value, revenues & amp amp improved client stickiness - Achievement of product-wise targets - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio - Conduct risk profiling of all mapped clients for better advisory on investment needs - 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 towards clients and regular reporting of product penetration


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Posted on: Tuesday, 11 April, 2017  08:43
Expires On: Sunday, 21 June, 2020  18:30

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