- The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling.
- The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements.
- The position entails client management and acquisition with a key focus on expanding the Asset under Management.
- Provide financial solutions to the Priority customers while maintaining high service standards
- Maintain complete customer profile including the risk profile, demographics and assets in the bank
- Enrich relationships and garner higher wallet share through customer engagement activities
- Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
- Identify potential customers who can be sold tailored products to enhance product penetration
- Acquire current customers by converting referral leads
- Achieve targets as assigned by the organization on a monthly basis
- Record and track all engagement activities through the CRM system
- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Preferred candidate profile
- 6-10 years managing High Net worth clients.
- Knowledge of banking products and services
- Ability to manage complex client situations
- Good communication (both verbal and written) skill in both English and the local language
- Ability to handle pressure and meet deadlines
- Good networking and relationship building skills