Relationship Manager - HNI Client Acquisition

Exceed Consulting
  • Mumbai
  • Confidential
  • 2-7 years
  • Views
  • 27 Feb 2018

  • Finance/ Accounts

  • Banking - Retail
Job Description

Build the business, deepen relationships and managing key and potential HNI customers - Utilize portfolio management to lower attrition and maximize revenue to achieve sales target - Assess customer needs and make appropriate relationship enhancement recommendations through financial needs analysis - Provide financial planning & Investment Advise to ensure the highest levels of service - Ensure current and prospective customers have a consistent, superior experience with the bank - Comply to various company compliance policy in selling Qualification and Experience - - MBA from reputed institutes with at least 2 yrs of experience in the BFSI sector managing acquisition & Servicing of High Net Worth customers. - Strong sales sense with good selling and interpersonal skills - Good knowledge of financial planning; ability to address financial needs of more sophisticated target customers - Comprehensive knowledge of the economic trends, events and their potential effect on customers' finances - Excellent communication skills, High energy level, aggressive, can do attitude and capability of performing independently under pressure with high efficiency


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Exceed Consulting