Talent Acquisition at V - Konnect Associates
Views:6 Applications:7 Rec. Actions:Recruiter Actions:0
Wealth Relationship Manager - Sales (2-7 yrs)
Relationship Management :
- 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 Yes FIRST 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
Customer Engagement :
- Ensures 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 through 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
