HR at V-Konnect Associates
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Relationship Manager - Wealth - Bank (1-15 yrs)
Relationship Management :
- Managing the banking and investments relationship 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.
We understand and respect your need for confidentiality. This is regarding a Job opening for RM profile with one of the leading Banks for Uttar Pradesh location.
If interested, kindly apply with your updated CV along with the following details :
Current CTC :
Expected Hike :
Best time to call :
Contact Number
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