Wealth Relationship Manager_New Delhi /NCR

Role & responsibilities

Job Roles and Responsibilities Relationship Manager wealth

1. Client Relationship Management

Build and maintain long-term, trusted relationships with Yes Premia clients.

Act as the single point of contact for all banking and financial needs of high-net-worth individuals (HNIs).

Ensure regular engagement with clients through meetings, calls, and digital interactions to understand evolving needs.

Portfolio Management

Manage a portfolio of premium clients with a focus on growing the relationship value.

Monitor client portfolios and suggest adjustments based on market conditions, risk appetite, and financial goals.

Conduct periodic portfolio reviews and performance tracking.

Sales and Revenue Generation

Cross-sell and upsell various banking products such as savings accounts, term deposits, mutual funds, insurance, loans, credit cards, and investment products.

Identify opportunities to generate revenue through tailored financial solutions.

Achieve assigned targets for sales, customer acquisition, and revenue growth.

Financial Advisory

Provide customized financial advice based on clients risk profiles and life goals.

Stay updated on market trends, financial instruments, and regulatory changes to provide insightful recommendations.

Educate clients on product features, returns, and associated risks.

Customer Onboarding and Service Delivery

Assist in the seamless onboarding of new clients, ensuring all KYC and compliance formalities are met.

Ensure high standards of service delivery by coordinating with operations, backend teams, and product specialists.

Address and resolve client issues promptly to maintain high satisfaction levels.

Compliance and Risk Management

Ensure adherence to internal and regulatory policies in all client interactions and documentation.

Mitigate risks by performing due diligence and periodic account reviews.

Maintain records and reports as per compliance and audit guidelines.

Market and Competitor Analysis

Analyze market trends and competitor offerings to provide strategic insights and maintain a competitive edge.

Recommend innovative solutions and strategies to enhance client satisfaction and engagement.

Team Collaboration

Work closely with product managers, investment advisors, and customer service teams to deliver holistic financial solutions.

Share best practices and contribute to the development of a strong sales and service culture within the team.

Client Retention and L

Preferred candidate profile

Share CV on amisha.agrawal@v-konnect.com OR Whatsapp at 8109429473