Elite Relationship Manager at Firon… · Pune

Roles and Responsibilities

• Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to acquire new clients for wealth management services.
  
• Identify cross-sell opportunities for existing clients across various banking products such as deposits, credit cards, insurance, investments, etc.
  
• Develop and maintain strong relationships with HNI customers through regular communication and personalized service.
  
• Collaborate with internal teams to resolve customer queries and issues related to their portfolios.
  
• Meet sales targets by acquiring new clients and growing existing ones' assets under management (AUM).
  

Desired Candidate Profile

• 5-10 years of experience in Wealth Management or Private Banking industry.
  
• Strong understanding of Preferred Banking, Priority Banking Relationship Manager, Elite, Platinum, Premier Banking, NRI Sales & Services.
  
• Excellent communication skills for effective relationship-building with HNIs/NRIs.
  
• Ability to work independently with minimal supervision while meeting sales targets.