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Wealth Relationship Manager_Noida/Ghaziabad

Wealth Relationship Manager_Noida/Ghaziabad

V Konnect

3 - 8 years

6 - 12 Lacs

Noida Ghaziabad Delhi / NCR

Posted:14 hours ago| Platform:

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Skills Required

Relationship Manager HNI Insignia Mutual Funds Portfolio Management Retail Liabilities nism Priority Burgundy Classic Imperia Preferred Wealth Management branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

OTJob Openings in a Pvt. Bank Locations: Delhi, Noida and Ghaziabad Available Positions: Branch Manager Branch Relationship Head (Head of Relationship Managers) Wealth Relationship Manager Mutual Funds, Life Insurance, CASA Relationship Manager Current Accounts & Trade Accounts Job Description Relationship Management : Managing the banking and wealth/ investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships o Increase CASA balance in allocated portfolio either through Deepening or Acquisition o Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values o Face to the client and First person Responsible for service and sales satisfaction of mapped clients Share CV at amisha.agrawal@v-konnect.com OR Whatsapp or call at 8109429473

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V Konnect

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Lahore Punjab

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Wealth Relationship Manager_Noida/Ghaziabad