Responsibilities

- Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.

- Achieve the targets set in terms of product mix.

- 360 degree coverage of client needs across his personal & business banking/financial needs.

- Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management.

- Focusing on the analysis and satisfaction of HNI Customers' financial, banking, investment and business needs and objectives.

- Provide qualified customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.

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

- Manage the key performance indicators at the highest level.

- Manage the customer transition with utmost sensitivity.

- Ensure compliance with these policies and procedures on an ongoing basis.

- Any suspicious transaction must immediately be reported to the supervising officer.

Location - Mumbai, Thane, Navi Mumbai Delhi, NCR, Chandigarh, Bangalore, Hyderabad, Chennai, Kolkata, Kochi, Pune, Udaipur, Jodhpur, Jaipur, Ahemdabad, Vadodra, Surat

📌 Relationship Manager, Wealth (Mumbai)
🏢 Quick Turtle
📍 Mumbai