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Wealth RM / NR RM/ Trade RM

Wealth RM / NR RM/ Trade RM

V Konnect

1 - 6 years

7 - 15 Lacs

Bengaluru Delhi / NCR Mumbai (All Areas)

Posted:5 days ago| Platform:

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Skills Required

portfolio Wealth hnw hni Ultra Hni Trade And Forex Priority Banking nr rn

Work Mode

Work from Office

Job Type

Full Time

Job Description

The role entails providing financial solutions to meet the requirements of the HNI customers and ensure value added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. The role bearer is responsible for NTB non-resident clients and manage the relationship for a designated branch contributing to the larger branch banking channel objectives. Key / Primary Responsibilities of the Role List the primary deliverables Responsible for increasing liabilities size of relationship via balances in accounts of existing HNI customers and enhancing customer profitability by capturing larger share of wallet Review the inflows and outflows in the mapped HNI accounts and also proactively tracks HNI visits to India Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Generates new sales leads for HNI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc. Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers Recommend process changes in order to improve service efficiency and quality across the branch network. Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives Knowledge of the Banking Industry, FEMA regulations governing HNI business, HNI / HNW Customer Behaviour, Money and Financial Markets

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V Konnect

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Lahore Punjab

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85 Jobs

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Wealth RM / NR RM/ Trade RM