Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
10/01 Jyoti Sharma
Team Lead at V-Konnect Associate

Views:209 Applications:35 Rec. Actions:Recruiter Actions:12

Relationship Manager - Wealth Management - Bank (2-15 yrs)

Delhi NCR Job Code: 105829

Job Description:-

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

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

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

- 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

- 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

- Financial Planning and Investment Advisory to HNI clients

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

If interested Kindly share your updated CV  or Contact me on this number - 9717209222

Add a note
Something suspicious? Report this job posting.