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relationship manager

  • Role of Relationship Manager of salary accounts of the corporate clients.
  • Acquiring new corporates to build more salary relationships.
  • Handling a team of four salary executives.
  • Selling other products to the salaried customers such as insurance, mutual funds, loans, credit cards etc.
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relationship manager

  • Handling the target set up by the brand/company.
  • Using the communication skills in maintaining a goodwill of the brand/company with the clients.
  • Co-ordinate with the team regarding the outcome of sales.
  • To be available to the people when needed.
  • Completing the task in given time.
  • Co-ordinate with the managers regarding achieving the goal.
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relationship manager

  • Successfully handling portfolio size of 20cr of 200 HNI Clients. 
  • Meticulously providing financial solution to HNI clients. 
  • Dealing with vast product line – CASA,Fixed deposits , Loans ,Investments,Trade Forex, Premium cards etc catering to Individuals as well as  Corporate tie ups.
  • Focusing on Relationship deepening by handling queries by providing solutions to Individual clients by cross sell.
  • Majorly focus on adding Corporate to portfolio – right from probing of the corporate to closing the deal with lending products fund based and non fund based .
  • Ensuring compliance to all standards and policies .
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relationship manager

  • Manage and be the primary point of contact for a portfolio of high net worth clients.
  • Approve or decline new account applications.
  • Acquiring and onboarding new business.
  • Knowledge of regulations, and internal policies & procedures.
  • Participate in business development events.
  • Meet established personal and team targets.
  • Conduct monitoring and reviews of existing customers.
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relationship manager

  • In this role I am working on comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
  • Doing Profiling of the clients based on their risk appetite
  • Acquiring new HNIs clients and building relationship with the existing clients.
  • Ensuring  adherence with the KYC, Risk management, AML policy and other compliance norms of the company.