Recruiter at V-konnect Associates
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Senior Relationship Manager - Wealth Management - Bank (2-14 yrs)
- A Relationship Manager handles a group of NRI Clients providing Financial Advisory Services to the NRICustomers and offering Portfolio Investment Services
- The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
- It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.
- Acting as an interface between the bank and its NRI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.
- Designing Portfolio for investments on the basis of risk profile of customers using various applications
- To Enhance & Retain customer profitability by capturing larger share of Wallet
- Ensuring compliance and control in sales and service.
- Servicing of HNI customers.