Job Title / Designation :

Relationship Manager

Job Role :

Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions.

Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness

Formulate and implement the sales plan to acquire new HNI clients and increase the customer base

Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience

Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements

Ensure client contactability at all times though regular connect with them in weekly/ monthly calls

Resolve client queries for the managed book within the specified TAT





Plan and conduct special sales initiatives and events for prospective and existing clients

Endure adherence to all bank and regulatory processes at all times

Requirements

Aptitude to deliver high quality customer service by using organization and interpersonal skills

Decision making skills with strong sense of ownership

Ability to work under pressure

Experience in building and maintaining HNI customer relationships

Industry Type: Banking

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Role Category: Banking Operations

Education : UG: Any Graduate

Benefits

Salary / CTC Range - 4LPA to 7LPA

Additiona Perks : Allowances, Perks, Bonus, Fast Trac Promotions

📌 Banking - Manager - Sales & Marketing - All India
🏢 Odindo Global
📍 India