Job highlights

- 5-8 years experience as Relationship Manager in Bank/NBFC/Stock broking with knowledge of Mutual Funds, PMS, AIF, Structured Products

- Manage HNI client banking, wealth, and insurance needs; achieve product mix targets; deepen client relationships; ensure compliance and report suspicious transactions

Experience

- Should have 5 to 8 years of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker.

Knowledge

- Knowledge of Mutual Funds, PMS, AIF, Structured Products

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 and 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 skilled 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 the 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.

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