07/08 Jyoti Sharma
Team Lead at V-Konnect Associate

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Relationship Manager - Wealth - Bank (2-8 yrs)

Delhi NCR Job Code: 86104

We have urgent opening for RM role with one of the leading bank.

Job Description :- Wealth Relationship Management :

- Managing the banking and investments relationship of HNI clients and responsible for overall growth of Liabilities & Investment business from HNI segment

- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.

- Identify current and potential relationship with additional revenue potential and grow business

- Generating Incremental Business

- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.

- Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships

- Increase CASA balance in allocated portfolio either through Deepening or Acquisition

- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank

Customer Engagement:

- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

- Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Investment Advisory :

- Financial Planning and Investment Advisory to HNI clients

- Driving revenue business to generate fee income through products like mutual funds, investments and insurance

- Process and Audit

- Ensure all sales activity is recorded online as per the organizational process

- Capture and maximize the business opportunity through detailed client profiling as per organizational process

If interested kindly share your CV 


Feel free to contact on below number.

Jyoti Sharma
Manager- Talent Acquisition
V-Konnect Associates
Contact Number- 9717209222

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