Job Description

Relationship Head - Wealth Management - Bank - Responsible for wealth management & servicing of HNI customers and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/c's, retaining and enhancing the relationship. The RMs are also responsible for acquiring new to Bank relationships.- To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.Job Requirements :Skills/Knowledge prerequisites :In depth domain knowledge of :- Mutual Fund investments in detail, PMS, Insurance- Equity Market, Current Economy- Distribution / Channel management- Good communication and presentation skills- Good interpersonal skills- Ability to work with other people well- Willing to travel- Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio- Acquire new customers who meet product criteria- Regular interaction with the customer to build rapport to understand and update the profile.- Enhance the Overall value/book size of the portfolio- Maintain the overall quality / hygiene parameters of the portfolio- Cross selling products of the bank based on the customer need- Joint calls being done along with Supervisor as per defined process- Advisory services to be offered based on the requirement in coordination with PBG.- Attrition control of customers- Achieving MTD and YTD Revenue Targets- Customer Service - Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.- Customer is informed about any regulatory or process change. Keep the customer updated on program features.- Ensure timely customer communication on requests and concerns raised.- Proactive complaint management through feedback from customers.- Promoting all direct banking channels and ensuring that the customer is utilizing the same- Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out- Ensure smooth transition of handover/takeover of the portfolioEducational Qualifications :- Post graduate, preferably MBA- CFP will be preferredExperience Profile :- 7-8 years' work experience in NBFC, Banks, Mutual Fund industryPersonality Traits :- Very Good Communication Skills- Able to drive people- Good interpersonal skills- Smart dresser & presentable (ref:updazz.com)