Mintskill HR Solutions LLP
Affluent Relationship Manager - House Hold - Pan India
Be an Early Applicant
Manage and grow relationships with affluent and high-net-worth banking customers across liabilities, investments, assets, and fee products. Drive acquisition, retention, cross-selling, portfolio growth, and customer engagement. Conduct portfolio reviews, identify financial solutions, resolve client issues within service timelines, support sales events, and ensure adherence to banking and regulatory requirements.
Department Priority – Retail Liabilities
Location : Multiple locations in India
Position Grade: M5/M6
Grade offered : AVP/DVP
A premium banking proposition designed to cater for the financial planning, banking and investment needs of the fast growing affluent consumer segment. The program brings in several best-in-class, technology-savvy and financially smart offerings for its customers to give them a holistic and convenient financial services experience.
This role is notch above the branch head roles in many banks.
key responsibilities:
- This is an individual contributor role
- Relationship Building Deepening Cross Sell
- Ensure consistent growth of Investment AUM & CASA portfolio. Work closely with the Head RM to establish synergies with different channels for maximum wallet share.
- Informs customers of new products or product enhancements to expand the banking relationship further.
- Ensure all business happens strictly within the compliance guidelines & framework of the bank
- Retention
- Ensure top class service delivery to clients to be in line with the best in the industry.
- Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances.
- Work towards reactivating accounts which have stopped transacting or depleted in balances.
- Assist in resolving service hurdles to create a delight situation for customers.
- Acquisition
- Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies family of existing customers. Acquire new accounts from referrals from existing customers
- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customer
- Role:
- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the clientIdentify opportunities and match these opportunities to products/solutions provided by the bank.
- Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness.
- Formulate and implement the sales plan to acquire new HNI clients and increase the customer base
- Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements.
- Ensure client contactability at all times through regular connect with them in weekly/monthly calls.
- Resolve client queries for the managed book within the specified TAT.
- Plan and conduct special sales initiatives and events for prospective and existing clients.
- Endure adherence to all bank and regulatory processes always.
Requirements
- Aptitude to deliver high quality customer service by using organization and interpersonal skills.
- NISM/IRDA/AMFI if any can be strongly preferred.
- Fluent in communication skills, presentable and a quick grasping power.
- Decision-making skills with good sense of ownership-understanding the client requirements
- Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management.
- Banking/NBFC will be preferred with good portfolio management.
- Experience: minimum 7-8 years of experience in relationships and portfolio management.
- Graduation Qualification in any stream/ MBA preferred
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