Team Lead at V-Konnect Associate
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Relationship Manager - Wealth Management - Bank (2-15 yrs)
Job Description:-
- Managing the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Identify current and potential relationship with additional revenue potential and grow business
- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- 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
- 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
- Financial Planning and Investment Advisory to HNI clients
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance
If interested Kindly share your updated CV or Contact me on this number - 9717209222
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