First Wealth Relationship Manager - HNI

ACURA SOLUTIONS LTD; Maharashtra; On-site; INR 600,000 - 800,000; Full time

Job summary

ACURA SOLUTIONS LTD is seeking a Relationship Manager for its Retail Banking division in Maharashtra, India. The successful candidate will oversee customer service and premium customer acquisition, aiming to deepen client relationships and boost business volume.

This role requires collaboration with cross-sell and product teams, as well as experience in financial advisory and banking services. Candidates should have over 5 years in relevant banking experience.

Qualifications

• 5+ years of relevant experience in Banking or allied Business.
• Strong knowledge of financial products and customer service.

Responsibilities

• Lead customer service, cross-sell and premium customer acquisition for the branch.
• Provide complete Banking Solutions and Customer Servicing.
• Deepen relationships by cross selling Bank's products.

Skills

Financial Advisory Services

Customer Relationship Management

Portfolio Management

Wealth Management

Education

Any Graduate

Job description

Role / Job Title

Relationship Manager-First Wealth

Function / Department

Branch Banking

Job Purpose

The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products.

Primary Responsibilities

• Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
• Use of applications actively for designing product suitability matrix, financial planning for the customers.
• Act as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.
• Enhance retain customer profitability by capturing larger share of wallet.
• Ensure compliance with branch SOP and control in sales and service.
• Deepen the relationship by cross selling Banks Products.

Secondary Responsibilities

• Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.
• Evaluate the feasibility of new initiatives in offering, channel process point of view and ensure its implementation to improve overall operational efficiency.
• Collaborate with other branch departments and functions to provide products and service offerings to the customer.

Education Qualification

Graduation: Any Graduate

Experience

5+ years of relevant experience in Banking or allied Business.