Leading Bank_ Relationship Manager

Role & Responsibilities:

Relationship Management

• Manage banking and investment relationships of High Net-Worth Individuals (HNI) to drive growth in liabilities and investment business
• Develop, retain, and expand customer relationships by delivering superior service to exceed client expectations
• Identify current and potential relationships with additional revenue opportunities and scale up business accordingly

Generating Incremental Business

• Achieve sales targets across multiple product categories including liabilities, retail assets, business banking, forex, cards, and investments
• Actively promote the full suite of consumer and commercial products to existing and prospective HNI clients
• Increase CASA balances within the portfolio through both deepening of existing accounts and acquisition of new clients
• Drive higher product and channel penetration to increase wallet share across mapped relationships

Customer Engagement

• Maintain portfolio quality by regularly engaging with clients and upholding the desired relationship values
• Act as the primary point of contact for mapped clients, ensuring exceptional service and sales satisfaction

Investment Advisory

• Provide financial planning and investment advisory services tailored to HNI client needs
• Generate fee-based income through the sale of investment products such as mutual funds, insurance, and structured investments

Process and Audit

• Ensure all sales and service activities are recorded accurately in accordance with organizational processes
• Conduct thorough client profiling to identify and capitalize on business opportunities as per defined standards