Team Leader at Job Vision Consultants
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Wealth Manager - HNI Domain - Retail Banking (8-12 yrs)
We have Opening for wealth Manager- Retail Banking with a leading Bank based in Delhi/NCR.
Job Responsibilities :
- Managing the banking and investments relationship HNI 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
- Generating Incremental 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
Customer Engagement :
- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
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
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
