Relationship Manager : Private Banking Group
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 requirments which is best in class. The position entails client management and acquisition with a key focus on expanding the Asset under Management by every RM. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders, provide tailored products aligned to customer needs The center of all client engagements will be superior customer experience.
for client acquisition and managing the overall client relationship
for achieving target
with customers to enrich the relationships and garner higher wallet share of
coverage of all relationships through customer engagements and risk profiling
potential customers who can be sold tailored products to enhance product
- Acquire new
customers through converting referral leads.
complete and comprehensive information on products, services, charges etc.
proactively to the customer and ensure best services are provided to them.
relevant experience in financial services industry.
- Proven people, business and client relationship handling skills
- Having a
pleasing personality and effective communication skills
- Ability to
engage very large clients
- Deal closure
- Ability to understand, anticipate and react to competitive
market requirements, industry opportunities and constraints
Qualification & Experience:
- MBA Finance with 6-10 years of
relevant work experience preferably in Wealth / HNI segments