Senior Relationship Manager - Sales - Bank (5-12 Yrs) Kolkata (BFSI Sales)

Job Description for Senior Relationship Manager: - To acquire new clients through leads and family accounts grouping- Monitor and address HNI/UHNI clients banking and Investment requirements - Use financial acumen and investment expertise to review a client s personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals - Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness - Achievement of product-wise targets - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio - Conduct risk profiling of all mapped clients for better advisory on investment needs - Ensuring client contactability at all times through updation of latest contact details in all necessary systems - Regular contact with all mapped clients through weekly / monthly calls. (ref:updazz.com)

Payroll Type : Permanent