Preferred RM- Joraphatak (Dhanbad)

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients and grow existing portfolios.
  
• Identify opportunities for cross-selling of bank's products such as Liabilities, Portfolio Management, Wealth Management, CASA, Branch Banking, etc.
  
• Develop strong understanding of customer needs through relationship building and provide tailored solutions to meet their financial goals.
  
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
  
• Meet or exceed monthly targets for sales performance metrics like Acquisition, Retention, Assets Under Management (AUM), etc.
  

Desired Candidate Profile

• 5-10 years of experience in BFSI industry with expertise in HNI/UHNI acquisition and retention.
  
• Strong knowledge of liability products including deposits, credit cards, loans etc. .
  
• Excellent communication skills with ability to build rapport with high net worth individuals.
  
• Proven track record of meeting sales targets consistently over time.