Elite Relationship Manager

Job Description

• Designation: Elite Relationship Manager Grade: DM/M
• Legal Entity: Equitas Small Finance Bank Business Unit: Branch Banking
• Division: Liabilities Department: Liabilities
• Travel required: Yes Level of travel: Extensive
• Level: Individual
• Key Responsibilities:
• 1.Acquisition of new Customers and Increase book size.2.Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals Domestic and NR.3.Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.4.Responsible for catering the investment needs of clients by providing them research based advises.5.Interfacing all queries of Clients and understanding their investment needs.6.Manage portfolios of clients and offer them investment solutions.7.Investment Advisory to new and existing Clients and achieve revenue targets monthly.8.Promote high quality sales, supply and customer service processes9.Provide Market Feedback( New Product, Pricing, Competitors Activity, etc.)
• Desired Experience & Qualification:
• Post Graduate with 6 years of relevant experience in Acquisition/relationship managementGood local Network and Must have good knowledge of Insurance & Investment Products Proven capacity to aim on Revenue targets and handle multitasking.Experienced folks from Banking/NBFC/Boutique Wealth FirmsStrong Communication Skills

Keyskills :
high net worth individualswealth managementhni client handling