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17/03 Sushmita Bisht
Senior HR Executive at V - Konnect Associates

Views:71 Applications:66 Rec. Actions:Recruiter Actions:0

Relationship Manager - Wealth Management - Bank (3-12 yrs)

Gurgaon/Gurugram Job Code: 151643

We are hiring Senior Wealth Relationship Manager for one of the leading Bank for Gurgaon Location.

CTC : As per industry norms

Experience : Minimum 3+ year into same (Wealth Management)

Job Location : Gurgaon

Job description :

- Handling a portfolio of HNI or UHNI clients

- Monitor and address HNI clients banking and Investment requirements

- Building and maintaining long term relationships, deepening relationship (growing relationship value) and growing revenues

- Managing the banking and investments relationship of 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

- Financial Planning and Investment Advisory to HNI clients

- Regular contact with all mapped clients through weekly / monthly calls

- Resolution of queries of all mapped clients within TAT specified

Key Skills :

- Handling HNI/ UHNI Clients

- Exp in Portfolio Management/ Wealth Management

- Experience in Mutual Fund & Insurance

If interested, you can share your updated CV

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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