Job highlights

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

- Manage HNI client relationships covering personal, business banking, wealth & insurance needs; achieve product mix targets; ensure compliance and client retention

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

- 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 & 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 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 (Delhi)
🏢 Quick Turtle
📍 Delhi