Platinum Relationship Manager in Branch Banking
Location
Mumbai | India
Job description
Indias Leading Bank is seeking a highly motivated and experienced Platinum Relationship Manager to join our dynamic Branch Banking Department.
In this pivotal role you will play a key role in building and managing strong relationships with our most affluent clientele delivering exceptional financial solutions and driving significant revenue growth.
Responsibilities:
- Build and maintain strong longterm relationships with High Net Worth Individuals (HNWIs) assigned to your portfolio.
- Conduct indepth financial needs analysis to identify client goals risk tolerance and investment preferences.
- Develop and present customised financial solutions encompassing a broad spectrum of products and services including wealth management investment options priority banking services and credit facilities.
- Actively identify crossselling and upselling opportunities to deepen client relationships and maximize portfolio profitability.
- Proactively manage client portfolios monitor performance and recommend adjustments as needed to ensure alignment with evolving financial goals.
- Provide exceptional customer service addressing client inquiries and concerns promptly and professionally.
- Achieve and exceed ambitious sales targets for new account openings product penetration and revenue generation.
- Participate in branch events and initiatives to build brand awareness and generate new business leads.
- Maintain a deep understanding of financial products market trends and regulatory requirements.
Qualifications:
- 5 to 9 years of proven experience in Core Retail Liability Banking Sales with a successful track record in HNI Portfolio Relationship Management.
- Strong understanding of wealth management principles investment products and financial planning strategies.
- Excellent communication and presentation skills with the ability to build rapport and effectively communicate complex financial concepts.
- Proven ability to develop and maintain strong client relationships built on trust and personalized service.
For more information Kindly Contact Us:
Jaydip P HR Team
Phone/WhatsApp:
Core Banking,Branch Banking,Banking,HNI,Portfolio Management,Sales,Portfolio,Marketing,Investment Banking,Broking,Insurance,Client Relationship,Business Development
Job tags
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