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27/02 Jyoti Sharma
Team Lead at V-Konnect Associate

Views:94 Applications:12 Rec. Actions:Recruiter Actions:10

Wealth Manager - Sales - Bank (5-8 yrs)

Delhi Job Code: 65254

We are hiring banking industry for Wealth Relationship Manager Profile...

Job Description:-

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

- Develop, manage, and expand Banking 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.

Expected Candidate :

Profile :

Education:

- Graduation (Post Graduate preferred)

- AMFI/NISM Mandatory

Past Experience:

- Minimum 5 years of work experience in Banking & Financial Services Organisations

Other Aspects / Skills:-

- Good written and verbal communication skills

- Fully conversant with MS Office

- Excellent networking & interpersonal skills

- Sensitive to issues of confidentially and compliance

- Market knowledge of - Retail Banking- or - Consumer Banking- or - Branch Banking-

- Knowledge of regulatory guidelines

If any interested please share updated CV on my mail Id Or 09717209222

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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