Requirements

- Exp - 1) Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker.
- Knowledge of - Mutual Funds, PMS, AIF, Structured Products

Responsibilities
- 1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.
- 2) Achieve the Targets set in terms of product mix.
- 3) 360 degree coverage of client needs across his personal & business banking/financial needs.
- 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management.
- 5) Focusing on the analysis and satisfaction of HNI Customers' financial, banking,



investment and business needs and objectives.
- 6) Provide skilled customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
- 7) Manage the portfolio to de-risk against attrition and achieve stability of book.
- 8) Manage the key performance indicators at the highest level.
- 9) Manage the customer transition with utmost sensitivity.
- 10) Ensure compliance with these policies and procedures on an ongoing basis.
- 11) Any suspicious transaction must immediately be reported to the supervising officer.

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