As a Select Relationship Manager, your role revolves around acquiring and managing high net worth individuals (HNI) and ultra-high net worth individuals (UHNI) as clients. You will be responsible for expanding the liability book and growing the investment assets under management (AUM) portfolio.Client Acquisition and Management:Identify and acquire new HNI and UHNI clients through various channels such as referrals, networking, and outreach programs.Develop and nurture relationships with clients to understand their financial needs and provide suitable investment solutions.Increasing Investment AUM:Work towards increasing the of the investment AUM portfolio by offering tailored investment products and services to clients.Compliance Adherence:Ensure strict adherence to compliance processes and guidelines to maintain regulatory standards and client confidentiality.Financial Advisory:Provide expert advice to clients on financial products and services to optimize their investments and meet their financial goals.Cross-Selling:Identify opportunities for cross-selling various banking and financial products (e.g., family accounts, home loans, personal loans, ULIPs, mutual funds, credit cards, forex) to existing clients.Client Relationship Management:Maintain and strengthen relationships with existing clients through regular interactions and periodic visits.Address client queries and concerns promptly to ensure high levels of customer satisfaction.Lead Management:Manage and track leads effectively, maintaining a detailed Daily Sales Report (DSR) to monitor progress and follow-ups.Customer Profiling:Conduct detailed profiling of customers to understand their financial requirements and recommend suitable products accordingly.Service Excellence:Ensure the delivery of exceptional service levels to high net worth customers, meeting their expectations and needs effectively.Sales Strategy Development:Develop comprehensive outbound and inbound sales strategies to acquire new customers and expand the client base within the portfolio.The role of a Select Relationship Manager demands strong interpersonal skills, financial acumen, and the ability to thrive in a target-driven environment. Success in this position requires a proactive approach towards client engagement, effective sales techniques, and a deep understanding of financial markets and products.
