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.

Requirements

- Experience: 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.

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