PRIORITY RELATIONSHIP MANAGER @ NEWAGEHR
We are seeking a highly motivated and experienced professional to fill the role of Priority Relationship Manager. In this position, you will be responsible for managing and expanding a portfolio of High Net Worth Individuals (HNI), with a focus on retail liabilities and the acquisition of CASA (Current Account and Savings Account). You will act as a primary point of contact for clients, ensuring their financial needs are met through personalized service and strategic advice.
This role involves significant cross-selling of financial products, including investment products, insurance policies, and fixed deposits. You will be expected to drive revenue growth while maintaining the highest standards of client engagement. Possible work locations for this role include Delhi NCR, Jaipur, and Amritsar. The ideal candidate will have a strong background in retail banking and wealth management, with a proven ability to thrive in a target-driven environment.
This role involves significant cross-selling of financial products, including investment products, insurance policies, and fixed deposits. You will be expected to drive revenue growth while maintaining the highest standards of client engagement. Possible work locations for this role include Delhi NCR, Jaipur, and Amritsar. The ideal candidate will have a strong background in retail banking and wealth management, with a proven ability to thrive in a target-driven environment.
Key Requirements
Minimum of 3 years of professional experience in banking or financial services.
Strong exposure to Retail Liabilities and handling Priority or HNI clients.
Proven expertise in CASA acquisition and sustainable portfolio growth.
Demonstrated experience in cross-selling Investments, Insurance, and Fixed Deposits.
Exceptional client engagement skills with a focus on building long-term relationships.
Strong focus on revenue generation and achieving business targets.
Proven track record in retail banking and wealth management sectors.
Excellent communication and interpersonal skills suitable for HNI interactions.
Deep understanding of banking products, market trends, and financial regulations.
Ability to work independently and as part of a dynamic sales team.
Analytical mindset to evaluate client portfolios and suggest appropriate products.