Job Description

As a Select Relationship Manager, your role revolves around acquiring and managing high net worth individuals (HNI) and ultra-high net worth individuals (UHNI) as clients. You will be responsible for expanding the liability book and growing the investment assets under management (AUM) portfolio.Client Acquisition and Management :- Identify and acquire new HNI and UHNI clients through various channels such as referrals, networking, and outreach programs.- Develop and nurture relationships with clients to understand their financial needs and provide suitable investment solutions.Increasing Investment AUM :- Work towards increasing the size of the investment AUM portfolio by offering tailored investment products and services to clients.Compliance Adherence :- Ensure strict adherence to compliance processes and guidelines to maintain regulatory standards and client confidentiality.Financial Advisory :- Provide expert advice to clients on financial products and services to optimize their investments and meet their financial goals.Cross-Selling :- Identify opportunities for cross-selling various banking and financial products (e.g., family accounts, home loans, personal loans, ULIPs, mutual funds, credit cards, forex) to existing clients.Client Relationship Management :- Maintain and strengthen relationships with existing clients through regular interactions and periodic visits.- Address client queries and concerns promptly to ensure high levels of customer satisfaction.Lead Management :- Manage and track leads effectively, maintaining a detailed Daily Sales Report (DSR) to monitor progress and follow-ups.Customer Profiling :- Conduct detailed profiling of customers to understand their financial requirements and recommend suitable products accordingly.Service Excellence :- Ensure the delivery of exceptional service levels to high net worth customers, meeting their expectations and needs effectively.Sales Strategy Development :- Develop comprehensive outbound and inbound sales strategies to acquire new customers and expand the client base within the portfolio.- The role of a Select Relationship Manager demands strong interpersonal skills, financial acumen, and the ability to thrive in a target-driven environment. Success in this position requires a proactive approach towards client engagement, effective sales techniques, and a deep understanding of financial markets and products. (ref:updazz.com)

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