6 Opening(s)
2.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
- Portfolio
- Relationship Manager
- Wealth
- Casa
- Mutual Fund
- Hni
- Ultra Hni
- Wealth Management
- Relationship Management
- Hni Client Handling
- Portfolio Management
- Investment Advisory
- Mutual Funds
- Cross Selling
- Banking Sales
- Financial Products
- Client Acquisition
- Customer Relationship Management
- Revenue Generation
- Retail Banking
- Liabilities Sales
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
Location
Role
Partner Client Relations / Senior Partner Client Relations
Department
Wealth HNI & CTS
Eligibility Criteria
Masters in Finance, 5-7 Years of Relevant Experience
Required Skills & Competencies
Strong local network
Market and investment product knowledge
Ability to interpret market trends
High collaboration
Good communication and negotiation skills
Target orientation
Acquisition experience/expertise
Customer centricity
Client acquisition with client retention & deepening
Key Responsibilities:
Undertake new client acquisition, ...
- ## Ats Keywords Partner Client Relations
- Senior Partner Client Relations
- Hni Wealth Management
- Corporate Treasury Solutions
- Cts
- Client Acquisition
- Client Retention
- Relationship Management
- Portfolio Deepening
- Share Of Wallet
- Revenue Growth
- Fee Income
- Sales Planning
- Target Achievement
- Hni Clients
- Corporate Clients
- Financial Institutions
- Institutional Clients
- Wealth Management
- Investment Products
- Investment Advisory
- Portfolio Review
- Market Research
- Market Trend Analysis
- Cross-selling
- Customer Centricity
- Referral Networking
- Lead Generation
- Local Market Network
- Client Penetration
- Client Engagement
- Stakeholder Management
- Negotiation
- Sales Mis
- Competitor Analysis
- Profitability Management
- Research Coordination
- Customer Satisfaction
- Grievance Resolution
- Regulatory Compliance
- Policy Adherence
- Risk Review
- Client Profiling
- Kyc Documentation
- Mutual Funds
- Banking Products
- Transaction Coordination
- Financial Sales
- Master’s In Finance.
3 Opening(s)
4.0 Year(s) To 20.0 Year(s)
12.00 LPA TO 32.00 LPA
RELATIONSHIP MANAGEMENT- Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.- Manage the portfolio to de-risk against attrition and achieve stability of book.- Have complete knowledge of the ...