Hr Recruiter at V-Konnect Associates
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Relationship Manager/Wealth Manager - BFSI (1-12 yrs)
Relationship Manager (Wealth)
We are looking for Wealth Manager for one of the leading,
Location : Delhi NCR
Experience : Minimum 1 year
Job Descriptions :
- Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identifies current and potential relationship with additional revenue potential and grow business
Generating Incremental Business :
- 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
- Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship value
- 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
Interested candidate can share update CV
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