Role & Responsibilities Relationship Management: Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment.Develop, manage, and expand customer relationships by providing service levels that exceed client expectations of the most important customer segment.Identify current and potential relationships with additional revenue potential and grow business.Generate incremental business.Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments, etc.Proactively sell the full range of consumer and commercial products to current and potential HNI relationships.Increase CASA balance in allocated portfolio either through deepening or acquisition.Drive higher product and channel penetration to deepen mapped relationships and increase wallet share with the bank.Customer Engagement: Ensure portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.Be the first point of contact for service and sales satisfaction of mapped clients.Investment Advisory: Provide financial planning and investment advisory to HNI clients.Drive revenue business to generate fee income through products like mutual funds, investments, and insurance.Process and Audit: Capture and maximize business opportunities through detailed client profiling as per organizational processes.AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage.Market knowledge of Retail Banking or Consumer Banking or Branch Banking.Preferred Candidate Profile: Required relevant experience in Retail Banking, Investment Banking, Mutual Funds, Wealth Acquisition / Relationship.
Interested Candidates Kindly Reach out at: ******** Location: Mumbai (Juhu / Marine Drive / Napean Sea) & NCR (Central / South / North/ West Delhi)
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