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HR Executive at V-Konnect
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Senior Wealth Manager - Affluent Banking - Bank (5-12 yrs)
Senior Wealth Manager - Affluent Banking - Bank
- Financial Planning and Investment Advisory to HNI clients
- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identify current and potential relationship with additional revenue potential and grow business
- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships
- Increase CASA balance in allocated portfolio either through Deepening or Acquisition
- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
- Face to the client Responsible for service and sales satisfaction of mapped clients
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