CEO at Alpha Orion Consultants
Views:361 Applications:66 Rec. Actions:Recruiter Actions:0
Relationship Manager & Senior Relationship Manager - Wealth Management - Banking (4-10 yrs)
Role- Relationship Manager & Sr.Relationship Manager for Wealth Management
The role holder is responsible for managing customers and driving growth of HNI segment across all business products.
The incumbent must act as a one point of contact for HNI clients and leverage opportunities to increase overall wallet share in accordance with the financial needs of the customer.
Product knowledge of Mutual Fund, Equity, Life Insurance selling is mandatory., candidate must be selling and generating revenue from wealth products like (MF, LI, Equity) on his own and shall be managing .
- 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.
- 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
Anikashali
Alpha Orion Consultants
9818886150
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
