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