Relationship Manager - Wealth Management

Kairos Consulting
  • Bangalore, Chennai
  • 10-15 lakh
  • 1-6 years
  • Views
  • 20 Apr 2017

  • Finance/ Accounts

  • Banking - Retail
Job Description

- Monitor and address HNI clients

- Banking and Investment requirements

- Use financial acumen and investment expertise to review a client's personal data, align client's need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals

- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Achievement of product-wise targets

- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio

- Conduct risk profiling of all mapped clients for better advisory on investment needs

- Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all mapped clients within TAT specified

- Ensuring need based product approach towards clients and regular reporting of product penetration


Competencies/Skill sets for this job

Hni Risk Profiling Product Penetration

Job Posted By

Amit Kumar Kedia
Associate Director

About Organisation

Kairos Consulting