Senior HR Executive at V - Konnect Associates
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Relationship Manager - Wealth Management - Bank (3-12 yrs)
We are hiring Senior Wealth Relationship Manager for one of the leading Bank for Gurgaon Location.
CTC : As per industry norms
Experience : Minimum 3+ year into same (Wealth Management)
Job Location : Gurgaon
Job description :
- Handling a portfolio of HNI or UHNI clients
- Monitor and address HNI clients banking and Investment requirements
- Building and maintaining long term relationships, deepening relationship (growing relationship value) and growing revenues
- Managing the banking and investments relationship of 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
- Financial Planning and Investment Advisory to HNI clients
- Regular contact with all mapped clients through weekly / monthly calls
- Resolution of queries of all mapped clients within TAT specified
Key Skills :
- Handling HNI/ UHNI Clients
- Exp in Portfolio Management/ Wealth Management
- Experience in Mutual Fund & Insurance
If interested, you can share your updated CV
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