Burgundy Relationship Manager- South Mumbai

Job description

**Key Skills** 1. **Client relationship management**: Strong interpersonal skills to build and maintain high trust and long term relationship with clients 2. **Communication**: Excellent verbal and communication skills for conveying complex concepts clearly 3. **Sales and Negotiation Skills**: Proven track record in sales, with the ability to meet and exceed targets. 4. **Financial Acumen**: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. 5. **Problem-Solving Abilities:** Strong analytical and problem-solving skills to address needs and challenges. **Key Responsibilities** - Provide financial solutions to the HNI 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 Bank