Wealth Relationship Manager - Banking

- Relationship Management profile involves acquiring, growing and deepening HNI customer relationships through effective relationship management.

- Relationship management of the premium customer segment of the Bank

- Generate new business to achieve defined sales targets across various Banking and wealth products

- Build and deepen relationships with existing Pioneer Customers to achieve increase in deposits, AUM and revenues

- Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth

- Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs

- Manage the portfolio to de-risk against attrition and achieve stability of book

- Deliver on key performance indicators at the highest level

- Have complete knowledge of the customer base in terms of profile, demographics and assets and ensure regular client meetings

- Ensure training and certifications as per the Banks policies and regulatory requirements

- Awareness of and compliance to all policies and procedures of the Bank

Essential requirement: Post Graduation (IRDA / AMFI mandatory)

Preferred: MBA (IRDA / AMFI mandatory)

Desired Behavioral / Functional Traits

- Excellent interpersonal skills

- Good communication skills

- Self-motivated and proactive approach to marketing sales

- Sales and product skillset