Walk-in || Affluent Business:Relationship Manager

Role & responsibilities

• The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling.
• The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements.
• The position entails client management and acquisition with a key focus on expanding the Asset under Management.
• Provide financial solutions to the HNI customers while maintaining high service standards
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Enrich relationships and garner higher wallet share through customer engagement activities
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
• Identify potential customers who can be sold tailored products to enhance product penetration
• Acquire new customers by converting referral leads
• Achieve targets as assigned by the organization on a monthly basis
• Record and track all engagement activities through the CRM system
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Preferred candidate profile

• MFI and NCFM certifications
• Managing High Net worth clients
• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication (both verbal and written) skill in both English and the local language
• Ability to multitask, adaptive and responsive towards evolving customer and organization asks.
• Good networking and relationship building skills.

Perks and benefits