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Relationship Manager Wealth

2.00 to 7.00 Years Ahmedabad,Pune, Mumbai City 01 Apr, 2025

Job Location	Ahmedabad,Pune, Mumbai City
Education	Not Mentioned
Salary	Rs 7 - 14 Lakh/Yr
Industry	Banking
Functional Area	Investment Banking / M&A
EmploymentType	Full-time

Job Description

- Profile involving acquiring, growing and deepening HNI Banking customer relationships through effective relationship management. - Focusing on the analysis and satisfaction of HNI Customers- financial as well as investment needs and objectives. - Provide the face of the Bank to the highest net worth customers of the Bank. - Cross sell Asset, Trade and Forex products basis of customer needs - Generate new business to achieve defined sales targets - Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. - Provide professional customer service to achieve a high percentage of customer satisfaction and retention. - Ensure ongoing self-development. - Manage the portfolio to de-risk against attrition and achieve stability of book. - Manage the key performance indicators at the highest level. - Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places - Generate new business to achieve defined sales targets - Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. - Provide professional customer service to achieve a high percentage of customer satisfaction and retention. - Ensure ongoing self-development. - Manage the portfolio to de-risk against attrition and achieve stability of book. - Manage the key performance indicators at the highest level.

Keyskills :
hni client handlingwealth managementhni acquisition

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