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Affluent Relationship Manager (bank) Mumbai/bangalore/hyderabad) @ leading bank

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 Affluent Relationship Manager (bank) Mumbai/bangalore/hyderabad)

Job Description

Affluent Relationship Manager for Leading Bank


MUMBAI/ Bangalore/Hyderabad


Interested please call MAHEK 9137263*** and drop CV at qu****************y@gm**l.com


Role:Leading Bank Hiring Affluent Relationship Manager

- Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Group.

- Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness.

- Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.

- Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements.

- Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls.

- Resolves client queries for the managed book within the specified TAT

- Ensures high levels of customer service orientation and application of bank policy

- Informs customers of new products or product enhancements to further expand the banking relationship

- Plans and conducts special sales initiatives and events for prospective and existing clients

- Maintains complete relationship record for assigned customer accounts

- Endure adherence to all bank and regulatory Processes at all times.

Job Classification

Industry: Banking
Functional Area / Department: Sales & Business Development
Role Category: Retail & B2C Sales
Role: Retail & B2C Sales - Other
Employement Type: Full time

Contact Details:

Company: Leading Bank
Location(s): Hyderabad

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Keyskills:   wealth HNI Private Banking Portfolio Management PMS Priority Banking Private Wealth

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₹ 15-30 Lacs P.A

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leading bank

We are the Leading Bank Brand Company.  We are into Banking Insurance Mutual Funds Capital Securities in all the financial sectors we are having our group of companies.