Key Accountabilities o Acquire and upgrade quality Treasures clients in the branch location areas o Engage with existing customers to deepen the wallet share through retention and growth of of Total Relationship Value TRV o Accountable for achieving annual volume and revenue objective o Ensure Savings Book and loan book growth o Ensure proper implementation execution of product strategies through effective relationship management o Develop the client trust and loyalty for entrenched relationship with Bank through lifestyle and beyond banking propositions o Drive and deliver exemplary customer service in the local market and uphold Bank service standards o Ensure internal and regulatory compliance through strict adherence to bank processes Job Duties o Establish manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM INR 10 M o Ensure timely portfolio review by jointly engaging with Wealth Investment Insurance specialist with clients o Ensure complete knowledge of all products services through continuous skill and knowledge improvement o Resolve customer queries and complaints within the agreed TAT as per the Bank customer service policy o Provide feedback on market competition and products suggest innovations ideas for continuous product and service improvements o Ensure internal and regulatory compliance and address operational risks if any Required Experience o 6-12 years of experience in HNI Sales Wealth Management Private Banking segment o Sound understanding of financial planning and wealth management products in India o In-depth knowledge of local market and competition o AMFI IRDAI FEDAI certified candidates with BCSBI certification would be an added advantage Education Preferred Qualification Graduate Postgraduate with MBA in relevant field Core Competencies o Effective probing and listening skills o Strong Relationship Management and influencing skills o Self-driven and ambitious o Good written and verbal communication skills o Results-oriented analytical and ability to deliver results under pressure o Understanding of competitive positioning o Robust service orientation customer-centric behavior

📌 Wealth Rm - Hni Handlings (Karnataka)
🏢 Green Start Jobs
📍 Karnataka