Relationship Manager - Pioneer Banking

JOB
SUMMARY-

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.
  
• Ensure ongoing self – development.
  
• 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 the bank.
  
• Achieve the target set in terms of product – mix.
  
• Have complete knowledge of the customer base in terms of the profile, demographics & Assets in the Bank and other places.
  

Requirements

Key Skills: 

• Wealth Management, Ultra HNI, HNI Acquisition, HNI client Handling
  
• Strong skills in HNI Client Handling, Portfolio Management, HNI Acquisition, Wealth Management & Ultra HNI