Banking Partner-HNI

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management.

Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives.

Provide the face of the Bank to the high net worth customers of the Bank.

Responsibilities

1. To cross sell wealth & liability products to the banks premium Asset clients
2. Generate new business to achieve defined sales targets
3. Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
4. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
5. Ensure ongoing self-development.
6. Manage the portfolio to de-risk against attrition and achieve stability of book.
7. Manage the key performance indicators at the highest level.
8. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Qualifications

Min 4 yrs experience in wealth management

Having good AUMs

Excellent verbal and written communication skills