Business Banking Relationship Manager
Selections HR Services Private Limited
Location
Mumbai | India
Job description
Business Relationship Manager - Leading Financial Institution (Mumbai)
Empower High-Net-Worth Individuals to Achieve Their Financial Goals
We are seeking a driven and results-oriented individual to join our team as a Business Relationship Manager in Mumbai. In this pivotal role, you will partner with high-net-worth individuals (HNWIs) to understand their unique financial needs and aspirations, crafting personalized solutions that unlock their wealth potential. You'll become a trusted advisor, building strong relationships and exceeding expectations while contributing to the growth of a leading financial institution.
What you'll do:
- Cultivate lasting relationships with HNWIs, providing exceptional service and exceeding their expectations.
- Deepen client understanding by actively listening and conducting comprehensive financial needs assessments.
- Recommend tailored investment solutions across diverse asset classes, aligned with individual risk profiles and goals.
- Proactively identify and present new opportunities for wealth creation and income generation.
- Achieve ambitious monthly targets for acquiring new savings accounts across various client segments.
- Foster strong relationships with colleagues across departments, ensuring seamless client experiences.
- Continuously strive to enhance your knowledge and expertise through ongoing training and development.
What you bring:
- Minimum 3 years of experience in wealth management or related field, preferably with exposure to HNWIs.
- Proven track record of exceeding sales targets and achieving results in a competitive environment.
- Strong communication and interpersonal skills, building trust and rapport with ease.
- In-depth knowledge of financial products and investment strategies.
- Ability to analyze client needs and recommend suitable solutions effectively.
- Excellent time management and organizational skills, prioritizing tasks and managing workload efficiently.
- Passion for exceeding client expectations and contributing to their financial success.
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