4 - 9 years
8 - 14 Lacs
Posted:2 days ago|
Platform:
Work from Office
Full Time
Managing the banking and investments relationship of Bank 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
- 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 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
- 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
- Financial Planning and Investment Advisory to HNI clients
*** Need Relevant Experience of 4-5 Years into Wealth Asset Management, Investment Advisory, HNI Client Relationship, Forex, Trading
Regards
Soniya Gupta-TA
V-konnect Associates
Gurgaon
V Konnect
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