Elite Relationship Manager

• Fostering strong relationships with Mapped book HNI customers to grow CASA& TD and to offer them best financial planning solution through Insurance and Investment solutions.
• Build Book of potential Customers for the Bank through acquiring HNI clients to increase profits
• Penetrate on Mapped book by positioning various products and solutions to mapped base customers to increase Product Holding

Key Responsibilities:

1. Acquisition of new Customers and Increase book size.

2.Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals – Domestic and NR.

3.Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.

4.Responsible for catering the investment needs of clients by providing them research based advises.

5.Interfacing all queries of Clients and understanding their investment needs.

6.Manage portfolios of clients and offer them investment solutions.

1. Investment Advisory to new and existing Clients and achieve revenue targets monthly.

8.Promote high quality sales, supply and customer service processes

9.Provide Market Feedback( New Product, Pricing, Competitor’s Activity, etc.)