Senior Wealth Manager

V Konnect

4 - 9 years

5 - 15 Lacs

Mumbai Maharashtra India

Posted:4 days ago| Platform: Foundit logo

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Skills Required

Wealth Management HNI relationship management CASA acquisition customer service portfolio quality management Forex

Work Mode

On-site

Job Type

Full Time

Job Description

Job Summary:

Responsible for managing banking and investment relationships of High Net-Worth Individuals (HNIs), ensuring growth in liabilities, assets, and investment products while delivering high service standards and deepening client relationships.

Key Responsibilities:

Manage and grow banking and investment relationships of HNI clients.
Deliver superior client service to exceed expectations.
Identify new business opportunities within existing relationships.
Drive incremental business across liabilities, retail assets, FOREX, cards, and investment products.
Achieve sales targets across a wide range of banking products.
Increase CASA balances through deepening and new acquisition.
Promote deeper product and channel penetration to increase wallet share.
Maintain high portfolio quality through regular client engagement.
Act as the primary point of contact for service and sales support.
Provide financial planning and investment advisory to HNI clients.

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