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Wealth Relationship Manager_Leading Bank_Agra/Kanpur/Allahabad

5 - 9 years

8 - 15 Lacs

Prayagraj, Kanpur, Agra

Posted:3 days ago| Platform: Naukri logo

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Skills Required

Portfolio Management Mutual Funds Priority Banking Wealth Management Preferred Banking HNI Premier Banking Private Banking NRI Retail Liabilities Investment Management Personal Banking HNI Client Handling Premier HNI Sales Casa Relationship Management Ultra Hni MF

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank 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. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

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