Relationship Wealth Manager

As a Relationship Wealth Manager (HNI Sales) at Tred+, your role involves managing the banking and investments relationship of current clients, with a focus on overall growth of Liabilities & Investment business from the HNI segment. Your core responsibilities include: - Developing, managing, and expanding customer relationships by exceeding client expectations and identifying opportunities for additional revenue potential. - Generating incremental business by proactively selling a full range of consumer and commercial products to current and potential HNI Relationships. - Driving higher product and channel penetration to deepen relationships and increase wallet share. - Ensuring portfolio quality by regularly engaging with mapped relationships and providing investment advisory services. - Driving revenue business through products like mutual funds, investments, and insurance to generate fee income. In addition to the above responsibilities, you will be required to: - Ensure all sales activities are recorded online as per organizational processes. - Capture and maximize business opportunities through detailed client profiling. - Have good communication skills and a minimum of 2-7 years of experience in the banking sector. - Handle Wealth management/Portfolio of more than 50cr. If you are passionate about providing exceptional service to clients and driving business growth in the HNI segment, we invite you to apply and explore opportunities to join our team at Tred+. Apply now by sending your resume to hr@tredplus.com.,