04/07
Saloni Bhatt
HR - Executive at V-Konnect Associates
HR - Executive at V-Konnect Associates
Views:16 Applications:14 Rec. Actions:Recruiter Actions:0
Wealth Relationship Manager - Sales - Bank (2-9 yrs)
Job Description :
Relationship Management :
- Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers
- 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 volumes for larger share of customer wallet
- Generating Incremental Business
- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
- Proactively sells the full range of consumer and commercial product to current and potential Relationships
- Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio
- Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank
Customer Engagement :
- Ensures 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 Investments
- Analyses financial needs of the customers and offer appropriate product with utmost transparency
- Drives revenue business to generate fee income through products like mutual funds, investments and insurance
Audit & Compliance :
- Adheres to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)
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