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    Job · 12282760

    AV Global Advisory Services logo

    Head - Relationship Manager - ( Team Role)

    AV Global Advisory Services · Chennai · onsite · Posted 65d ago

    ₹15.0L - ₹25.0L PA10–15 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    Urgent Requirement with leading bank:



    Experiance- Minimum 10 years of experiance in handling HNI/ wealth customers, team handling experiance from banks/ NBFC Firms preferred.



    Key Responsibilities


    Supervise and mentor the HNW channel by guiding Relationship Managers (RMs) to meet income targets.


    Ensure RMs engage meaningfully with customers and are equipped to handle queries effectively.


    Acquisition of High Net Worth Customers


    Acquire new customers meeting product criteria through cross-referencing.


    Ensure timely onboarding of quality accounts in the HNW channel.

    Minimize depletion of newly acquired accounts.


    Increase liabilities size via balances in existing customer accounts.

    Managing High Net Worth Customers


    Enhance and retain customer profitability by increasing wallet share.

    Provide financial planning and investment advice tailored to customer needs.


    Ensure the highest service levels and maintain updated relationship files.



    Intersted candidates can whatsapp profiles to [phone removed]

    Sourced from naukri

    Skills

    wealth headPMSWealthHNIMutual Funds

    About AV Global Advisory Services

    AV Global Advisory Services logo

    AV Global Advisory Services

    11-50

    employees

    2021

    5 years old

    Avadi, Tamil Nadu

    India

    ₹1.6L PA avg

    Avg at AV Global Advisory Services

    ₹15L – ₹25L PA

    This role

    About

    Leading BPO

    Employee ratings

    10 reviews

    3.9/ 5

    Culture

    3.9

    Career growth

    3.3

    Work-life

    3.9

    Employees rate it well for

    Skill Development43Job Security41

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