Imperia Relationship Manager
Mumbai, Maharashtra, India
> Relationship Management and acquisition of HNI and Ultra HNI Customers both on Individual and Non Individual Capacity.> Sourcing of company’s financial products through self sourcing, database and lead provided by company.> Achieving business targets assigned in terms of numbers and value.> Handling problems of existing clients and suggesting best solutions.> Ensuring an ambience of compliance along with sales is prevalent in the branch.> Well versed with… Show more > Relationship Management and acquisition of HNI and Ultra HNI Customers both on Individual and Non Individual Capacity.> Sourcing of company’s financial products through self sourcing, database and lead provided by company.> Achieving business targets assigned in terms of numbers and value.> Handling problems of existing clients and suggesting best solutions.> Ensuring an ambience of compliance along with sales is prevalent in the branch.> Well versed with the company’s software. Command on the software with a responsibility of getting work done on time and efficiently.> Understanding the financial needs of clients and positioning appropriate financial products.> Interacting with clients, developing an understanding of their investment needs and achieving business targets in a timely manner.> Create and support client retention strategies for existing customer base and for new customers.> Advising clients on diverse facets of financial planning, banking needs and risk management.> Devising investment strategies based on objectives and risk profile, conducting comprehensive review of client portfolios. > Ensuring high customer satisfaction by expediting and ensuring quality in resolution of their service issues by owning them end to end.> Handling the operations for New Client Acquisitions by identifying customer segments, meeting prospects and closing > Deals to grow CASA book of attached branches> Effectively enhancing the wallet share for the bank by offering allied services for banking functions of CMS, Business Lending & Non-Vanilla Products, AL, PL, HL, CC, Retail forex.> Advising clients on the regulatory reporting in cases of imports, exports & FDI/ODI> Evaluating opportunities of Working Capital, Term Loan, LAP/LARR & Non fund based products like LC, BG, etc > Instrumental in mapping of catchments for acquiring high value relationships. Show less