Premier relationship Manager 811

Mintskill HR Solutions LLP; Mumbai; On-site; INR 1,200,000 - 2,200,000; Full time

Job summary

A leading financial services company based in Mumbai is seeking a Premier Relationship Manager. The successful candidate will engage with high net worth customers to deepen banking relationships and increase the investment portfolio. Ideal applicants should have a minimum of 2 years of experience in banking or insurance sales, possess excellent interpersonal skills, and demonstrate a hardcore sales mentality. This role offers an opportunity to drive customer engagement and sales initiatives.

Qualifications

• Minimum 2 years of experience in Banking CASA or insurance sales (Direct Channel).
• AMFI & IRDA Certification is an added advantage.
• Good interpersonal and sales skills with strong people and time management.
• Excellent interpersonal skills - written and oral.
• Good interpersonal and sales skills with strong people and time management.
• Hardcore sales mentality; primary motivation from targets.
• Hunter by orientation.
• Should be well groomed with ambassadorship qualities.

Responsibilities

• Engaging with customers to enrich relationships and garner higher wallet share.
• Increase book and Investment AUM portfolio through acquisition, enhancement, deepening, and retention.
• Maintaining banking relationships with high net worth customers through individualized service.
• Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients.
• Cross-selling and building Loan Portfolios (Personal, Auto, Home, etc.) and Third-Party products.
• Ensure high quality service and manage customer escalations to improve satisfaction/NPS.

Skills

Interpersonal skills

Sales skills

Time management

Hunter mentality

Education

Post-graduate or graduate

Job description

Premier Relationship Maager vertical is specializes in acquiring/sourcing/expanding/upgrading and developing High net worth customer relationship for retail through individual efforts. Cross sell bank products to existing customer mapped and inform customers of new products or product enhancements to further expand the banking relationship.Ensure high level of customer service to our customers with assistance of Product operation group (POG)

Job Role:

• Engaging with customers to enrich the relationships and garner higher wallet share of the customers
• Increase the book and Investment AUM portfolio by means ofAcquiring, Enhancing, Deepening and Retention.
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients.
• Cross - selling
• Balance Builder products : De-mat,Trading,Credit Cards/FD/RD
• Build a Loan Portfolio : Personal,Auto,Two-wheeler,Gold,Home, LAP,LAS and more
• Third Party Products : Insurance such as General and Life,etc, Mutual Funds
• Other banking products as per customer's need
• Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay.
• Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving the NPS
• Ensure that the defined parameters for opening of a new account are met as per the process and compliance

Requirements

• Post-graduate or graduate.
• Minimum 2yrs experience in Banking cASA or insurance sales (Direct Channel)
• AMFI & IRDA Certification an added advantage for customer orientation
• Excellent Interpersonal skills - Written and oral.
• Good interpersonal and sales skills with strong people and time management.
• Minimum 2yrs experience in insurance sales (Direct Channel)
• Hardcore sales mentality. Primary motivation from achievement of targets.
• A hunter by orientation.
• Should be well groomed and presentable with ambassadorship qualities.