Principal Relationship Manager- Wealth Banking

Role: Principal Relationship Manager- Wealth Banking

CTC: Up to 16 LPA

Location: Jaipur

Exp. 5+ years in wealth sales/ HNI Acquisition/ Retail Portfolio Management from Banks/NBFCs.

Industry: Banking

Education: Graduation/PG

Job Summary

You'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.

Relationship Management

• Build and deepen relationships with existing Priority Customers to achieve an increase in share of wallet and revenues.

• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

• Manage the portfolio to de-risk against attrition and achieve stability of book.

• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

• Serve as the one-point contact to the High Net Worth customers of the Bank.

Sales

• Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment

• Achieve the Targets set in terms of product mix

• Induction of all new customers brought in by the Branches & Direct Sales team.

• Achieve best in class productivity in order to maximise the efficacy of the sales process.

• Achieve the budgeted cross-sell targets.

• Aggressive Sales call plans to acquire large prospective customers through referrals.

• Ensure coverage of the customer base in accordance with the approved contact plans.

• Coordinate customer events for the cluster along with the product team

Sales MIS

• Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)

• Maintain and update customer information on WMS

Skills and Experience

• Candidate's current AUM size should be mini. 30 crores.

• Customer and Service Orientation

• 5+ years of sales experience in CASA / TD/ MF/ insurance/ SIP/ Trade / Forex/ NTBs.

• Ticket Size of the clients handled: 25 lacs & Above

• Competitive awareness & benchmarking

• Excellent communication, interpersonal & relationship building skills

• Able to pick up new concepts quickly

• Able and excited about going out to meet new customers

• Coordinate customer events for the cluster along with the product team

• Aggressive Sales call plans to acquire large prospective customers through referrals.

Qualifications

• Graduate/ Post Graduate, consistent academic career

• Extensive retail & wealth sales experience (5+ years)

• Sales-focused and highly target-oriented

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