Elite Relationship Manager Mumbai

Mintskill HR Solutions LLP; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

A prominent HR solutions firm is seeking a qualified individual to manage a portfolio of high net worth customers. Responsibilities include cross-selling various banking products, acquiring new customers, and maintaining portfolio quality. The ideal candidate should have a graduation/post-graduation degree with relevant experience and certifications like NISM V-A and IRDA. Strong skills in banking relationships, customer orientation, and a high-energy approach are essential for achieving revenue targets.

Qualifications

• 4 - 6 years of experience for Graduates, 2 - 4 years for Post Graduates.
• Deep understanding of banking relationships and customer service.
• Knowledge of Mutual Funds and Insurance is a plus.
• Graduate 4-6 years of experience; Post Graduate 2-4 years.

Responsibilities

• Handle a portfolio of HNI customers and cross-sell products.
• Acquire new customers through referrals.
• Maintain and enhance portfolio quality.
• Cross-sell third party products like MF/Insurance/RBI Bonds as required.
• Achieve MTD and YTD revenue targets and ensure advisory services as needed.

Skills

Developing banking relationships

Understanding of Commercial Assets

Customer orientation

High energy levels

Mutual funds awareness

Insurance awareness

Customer orientation

Energy and motivation

Education

Graduation/Post-Graduation

Post-Graduation

NISM V-A Certification

IRDA Certification

NCFM Certification

CAIIB Certification

Internal Certification

GI certification

Tools

NISM V-A Certification

IRDA Certification

NCFM Certification

Job description

• To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
  
• Liability Product selling, education on product features
  
• Acquire new customers through referrals from existing customers who meet product criteria
  
• Regular interaction with the customer to build rapport to understand and update the profile.
  
• Enhance the Overall value/book size of the portfolio
  
• Maintain the overall quality / hygiene parameters of the portfolio
  
• Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
  
• Joint calls being done along with Supervisor as per defined process
  
• Advisory services to be offered based on the customers requirement.
  
• Attrition control of customers
  
• Achieving MTD and YTD Revenue Targets
  
• Achievement of income plans and other benchmarks within portfolio
  

Requirements

Educational Qualifications: Graduation/Post-Graduation

Certifications:

NISM V-A Certification

IRDA Certification

NCFM Certification (Optional)

CAIIB (Optional)

Internal Certification

GI certification

Key Skills:
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

Very good understanding of Commercial Assets like CC, OD, TL, Export Finance

Understanding of Mutual Funds and Insurance is an added advantage

Graduate 4 - 6 years of experience

Post Graduate - 2 -4 years of experience

Customer orientation

High energy levels with a motive to succeed