- Develop deep clientrelationships understanding their financial needs andaspirations.
- Build trust andloyalty ensuring their satisfaction and longterm partnership withthe bank.
- Proactively identifyand target potential HNI clients within the assignedterritory.
- Develop compellingvalue propositions and effectively present them to prospectiveclients.
- Convert leads intoclients exceeding acquisition targets and contributing to branchgrowth.
- Set ambitious butachievable sales goals for liabilities assets wealth managementproducts and other relevantofferings.
- Implement effectivesales strategies and consistently exceed assignedtargets.
- Minimum 29 years ofexperience in Retail Banking Wealth Management or a similarrole.
- Provenrecord of accomplishment of exceeding sales targets and achievingclient satisfactiongoals.
- Excellentcommunication interpersonal and presentationskills.
- Strong analytical andproblemsolvingabilities.
- Indepth knowledge ofIndian financial regulations and compliancerequirements.
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Preferred Relationship Manager - Pune, India - TEKPILLAR SERVICES
Description
We areseeking a passionate and resultsoriented PreferredRelationship Manager to join our dynamic Retail BranchBanking team.
In this role you willmanage a portfolio of High Networth Individual (HNI) clientsspearhead new client acquisition and consistently achieve ambitioussales targets.
JobRoles andResponsibilities:
DesiredCandidatesProfile:
InterestedCandidates can Call or Share their CVsto
Banking,BranchBanking,HNI Client Handling,PortfolioManagement,Sales,Marketing,Insurance,CrossSelling,CASA,Finance,FinancialServices,Investment