Senior HR - Talent Acquisition at V-Konnect Associates
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Wealth Manager - Banking (2-12 yrs)
Relationship Management
- Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identifies current and potential relationship with additional revenue potential and grow business
Generating Incremental Business
- Completes 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
- Deepens relationship to increase CASA balance in allocated portfolio
- Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
Customer Engagement
- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
- Investment Advisory
- Financial Planning and Investment Advisory to HNI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products
- Drives revenue business to generate fee income through products like mutual funds, investments and insurance
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