Team Lead at V-Konnect Associate
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Wealth Manager - Sales - Bank (5-8 yrs)
We are hiring banking industry for Wealth Relationship Manager Profile...
Job Description:-
- Managing the banking and investments relationship of Banking clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Develop, manage, and expand Banking customer relationships by providing service level which exceeds client expectations of most important customer 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.
- Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships
- 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
Customer Engagement :
- 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
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
Process and Audit :
- Ensure all sales activity is recorded online as per the organizational process
- Capture and maximize the business opportunity through detailed client profiling as per organizational process.
Expected Candidate :
Profile :
Education:
- Graduation (Post Graduate preferred)
- AMFI/NISM Mandatory
Past Experience:
- Minimum 5 years of work experience in Banking & Financial Services Organisations
Other Aspects / Skills:-
- Good written and verbal communication skills
- Fully conversant with MS Office
- Excellent networking & interpersonal skills
- Sensitive to issues of confidentially and compliance
- Market knowledge of - Retail Banking- or - Consumer Banking- or - Branch Banking-
- Knowledge of regulatory guidelines
If any interested please share updated CV on my mail Id Or 09717209222
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