08/02 Swejal
Recruiter at v-konnect

Views:79 Applications:27 Rec. Actions:Recruiter Actions:3

Relationship Manager - Wealth Management (1-8 yrs)

Ahmedabad/Delhi/Mumbai/Pune/Rajkot Job Code: 62723

Location -Mumbai, Rajkot, Ahmedabad, Delhi, Pune

Roles & Responsibilities:

- Relationship Management :

- Managing the banking and investments relationship of 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.

Interested candidate can share resume  or for any query please call me at 9665028220

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