Job Title

The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experienceKey SkillsClient relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clientsCommunication: Excellent verbal and communication skills for conveying complex financial concepts clearlySales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets.Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges.Key Responsibilities:Provide financial solutions to the Burgundy customers while maintaining high service standardsMaintain complete customer profile including the risk profile, demographics and assets in the bankEnrich relationships and garner higher wallet share through customer engagement activitiesDeepen the existing relationships by cross selling the Bank's products and services/ third party investment productsIdentify potential customers who can be sold tailored products to enhance product penetrationAcquire new customers by converting referral leadsAchieve targets as assigned by the organization on a monthly basisRecord and track all engagement activities through the CRM systemComply with KYC/SEBI rules, regulations, and legislation governing the BankQualifications:Optimal qualification for success on the job is:Graduation/ Post graduation from a recognized instituteAMFI and NCFM certifications5-10 years managing High Net worth clientsRole Proficiencies:For successful execution of the job, the candidate should possess the following:Knowledge of banking products and servicesAbility to manage complex client situationsGood communication (both verbal and written) skill in both English and the local languageAbility to multitask, adaptive and responsive towards evolving customer and organization asks.Good networking and relationship building skills.SkillsRefer to the Job Description