Job Description

Burgundy Relationship manager (9-19 yrs)About Affluent Business :Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points.About the Role :- 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 experience.Key Responsibilities :- Provide financial solutions to the Burgundy customers while maintaining high service standards- Maintain complete customer profile including the risk profile, demographics and assets in the bank- Enrich relationships and garner higher wallet share through customer engagement activities- Deepen the existing relationships by cross selling the Bank\'s products and services/ third party investment products- Identify potential customers who can be sold tailored products to enhance product penetration- Acquire new customers by converting referral leads- Achieve targets as assigned by the organization on a monthly basis- Record and track all engagement activities through the CRM system- Comply with KYC/SEBI rules, regulations, and legislation governing the BankQualifications :Optimal qualification for success on the job is :- Graduation/Post graduation from a recognized institute- AMFI and NCFM certifications- 6-10 years managing High Net worth clientsRole Proficiencies :For successful execution of the job, the candidate should possess the following :- Knowledge of banking products and services- Ability to manage complex client situations- Good communication (both verbal and written) skill in both English and the local language- Ability to handle pressure and meet deadlines- Good networking and relationship building skills (ref:updazz.com)

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