RB - Affluent Business:Relationship Manager

About the role

The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management.

What you'll do

• Provide financial solutions to the Burgundy customers while maintaining high service standards
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Enrich relationships and garner higher wallet share through customer engagement activities
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
• Identify potential customers who can be sold tailored products to enhance product penetration

What you need

• 7–9 yrs of experience
• Sales
• Financial statements
• Client relationship
• Negotiation
• KYC
• Cross-selling
• Any graduate

Good to have

• CRM
• SEBI regulations