Relationship Manager - Pioneer Banking

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

Benefits offered by this job

Best in Industry Salary

Incentives

Other contests

Job summary

A leading banking institution is seeking a candidate with at least 5 years of experience in Banking or Insurance. The role involves managing relationships with High Net Worth Individuals (HNIs) and existing Wealth Customers, focusing on customer satisfaction and growth. Ideal candidates must have experience managing a client book and will be expected to develop effective sales strategies. Competitive salary and incentives are on offer.

Qualifications

• Minimum 5 years of experience in Banking or Insurance.
• Experience in managing a client book.
• Strong relationship-building and communication skills.
• Ability to meet targets and deliver premium service.

Responsibilities

• Manage relationships with High Net Worth Individuals.
• Build and deepen relationships with existing Wealth Customers.
• Identify potential customers through networking and referrals.
• Provide professional customer service to achieve satisfaction.
• Manage the portfolio to de-risk against attrition.
• Collaborate with internal teams to resolve client issues.
• Provide exceptional service to high-value clients.
• Develop and implement effective sales strategies.
• Achieve the target set in terms of product mix.
• Have complete knowledge of customer demographics.

Skills

Relationship management

Wealth management

Client acquisition

Networking

Job description

Profile involving acquiring, growing and deepening Super HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super 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.

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
• Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
• Identify potential customers through networking, referrals, and market research to expand the customer base.
• Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to retention & growth.
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
• Provide exceptional service to high-value clients, ensuring their financial needs are met and exceeded.
• Develop and implement effective sales strategies to meet targets set by thebank.
• Achieve the target set in terms of product – mix.
• Have complete knowledge of the customer base in terms of the profile, demographics & Assets in theBankand other places.

Requirements

Minimum 5yrs of experience in Banking / Insurance

Should have experience in managing Client Book

Perks and Benefits

Salary Best in Industry + Incentives + other contests(Best in the Industry)

Key Skills