Relationship Wealth Manager – HNI Sales

Role: Relationship Wealth Manager – HNI Sales

Industry Type: Banking

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Location - Ahmedabad

Experience - 2-7 Years 

Core Responsibilities

Managing the banking and investments relationship of current clients and responsible for overall growth of Liabilities & Investment business from HNI segment

Develop, manage, and expand 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 

Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships

Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Tred+.

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

Good communication with minimum 2-7 years of experience required in Banking sector  

Handling Wealth management/Portfolio more than 50cr.