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11/04 Pooja Sharma
HR Executive at V - Konnect Associates

Views:223 Applications:62 Rec. Actions:Recruiter Actions:36

Wealth Relationship Manager - Retail Banking (2-10 yrs)

Delhi Job Code: 32904

Position - Wealth Relationship Manager - Retail Banking

Experience : Min 2 Years (Banking / NBFC only )

Job Description :

- Candidates with Banking / Financial Services/ Stock Broking / Securities Background would be preferred.

Relationship Management :

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

- Develop, manage, and expand 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.

Salary offered : 8 - 15LPA

If interested then please contact at 0124-4346316 / 7906642722

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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