Elite Relationship Manager in Branch Banking

Indias Leading Bank is seeking a highly motivated and experienced Elite Relationship Manager to join our dynamic Branch Banking Department.

In this pivotal role you will play a key role in building and managing strong relationships with our most affluent clientele delivering exceptional financial solutions and driving significant revenue growth.

Responsibilities:

• Build and maintain strong longterm relationships with High Net Worth Individuals (HNWIs) assigned to your portfolio.
• Conduct indepth financial needs analysis to identify client goals risk tolerance and investment preferences.
• Develop and present customised financial solutions encompassing a broad spectrum of products and services including wealth management investment options priority banking services and credit facilities.
• Actively identify crossselling and upselling opportunities to deepen client relationships and maximize portfolio profitability.
• Proactively manage client portfolios monitor performance and recommend adjustments as needed to ensure alignment with evolving financial goals.
• Provide exceptional customer service addressing client inquiries and concerns promptly and professionally.
• Achieve and exceed ambitious sales targets for new account openings product penetration and revenue generation.
• Participate in branch events and initiatives to build brand awareness and generate new business leads.
• Maintain a deep understanding of financial products market trends and regulatory requirements.

Qualifications:

• 5 to 9 years of proven experience in Core Retail Liability Banking Sales with a successful track record in HNI Portfolio Relationship Management.
• Strong understanding of wealth management principles investment products and financial planning strategies.
• Excellent communication and presentation skills with the ability to build rapport and effectively communicate complex financial concepts.
• Proven ability to develop and maintain strong client relationships built on trust and personalized service.

For more information Kindly Contact Us:

Jaydip P HR Team

Phone/WhatsApp:

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