Executive - Human Resources at V-Konnect Associates
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Senior Wealth Manager - Sales - Bank (4-12 yrs)
- Adherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements
- Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment -business from branch/retail customers
- Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
- 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
- To analyze financial needs of the customers and offer appropriate product with utmost transparency
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