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Navi Mumbai

    Platinum Relationship Manager - Navi Mumbai, India - TEKPILLAR SERVICES

    TEKPILLAR SERVICES
    TEKPILLAR SERVICES Navi Mumbai, India

    3 days ago

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    Description

    IndiasLeading Bank is seeking a highly motivated andexperienced Platinum Relationship Manager tojoin our dynamic Branch BankingDepartment.

    In this pivotal roleyou will play a key role in building and managing strongrelationships with our most affluent clientele deliveringexceptional financial solutions and driving significant revenuegrowth.

    Responsibilities:

    • Build and maintainstrong longterm relationships with High Net Worth Individuals(HNWIs) assigned to yourportfolio.
    • Conduct indepth financial needsanalysis to identify client goals risk tolerance and investmentpreferences.
    • Develop and present customisedfinancial solutions encompassing a broad spectrum of products andservices including wealth management investment options prioritybanking services and creditfacilities.
    • Actively identify crosssellingand upselling opportunities to deepen client relationships andmaximize portfolioprofitability.
    • Proactively manage clientportfolios monitor performance and recommend adjustments as neededto ensure alignment with evolving financialgoals.
    • Provide exceptional customerservice addressing client inquiries and concerns promptly andprofessionally.
    • Achieve and exceed ambitioussales targets for new account openings product penetration andrevenue generation.
    • Participate in branch events andinitiatives to build brand awareness and generate new businessleads.
    • Maintain a deep understanding offinancial products market trends and regulatoryrequirements.

    Qualifications:

    • 5 to 12 years ofproven experience in Core Retail Liability Banking Sales with asuccessful track record in HNI Portfolio RelationshipManagement.
    • Strong understanding of wealthmanagement principles investment products and financial planningstrategies.
    • Excellent communication andpresentation skills with the ability to build rapport andeffectively communicate complex financialconcepts.
    • Proven ability to develop andmaintain strong client relationships built on trust andpersonalized service.

    For more informationKindly ContactUs:

    Jaydip P HRTeam

    Phone/WhatsApp:

    CoreBanking,Branch Banking,Banking,HNI,PortfolioManagement,Sales,Portfolio,Marketing,InvestmentBanking,Broking,Insurance,Client Relationship,BusinessDevelopment

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