Affluent Acquisition Relationship Manager HNI, Ultra HNI

10.00 to 15.00 Years Bangalore 10 Oct, 2023

Job Location	Bangalore
Education	Not Mentioned
Salary	Rs 16 - 26 Lakh/Yr
Industry	Banking
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

Vacancy with Leading Bank.Role - Affluent Acquisition Relationship Manager HNI, Ultra HNILocation - Chennai, Coimbatore, Bangalore, HyderabadRequirement - Minimum 5- 10 year of relevant experience in Acquiring & handling HNI & Ultra HNI Customers from Banks, NBFC, Private wealth can apply.1.Acquiring wealth Private accounts of HNI clients 2.Early Engagement and Activation of accounts on Investments, Insurance and FX. 3.Optimize Cross Sell opportunities including credit cards, Mortgage and Business Lending 4.Ability to recognize business opportunities for acquiring new customers in the Affluent HNI space and formulate acquisition initiatives 5.Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best on-boarding service standards 6.Understand customer needs, explore and educate customer on financial needs arising at various life stages 7.Customer relationship deepening; maximize penetration across products, customer focused need based selling 8.Ensure compliance and integrity of the sales process with respect to right selling, sourcing and documentation. 9.Discipline in Trainings; Certifications; HR related time lines adherenceInterested candidates can share profiles to hidden_email

Keyskills :
wealthacquisitionwealth managementnriprivate bankinghniultra hni

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Affluent Acquisition Relationship Manager HNI, Ultra HNI

Job Description

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