11/07 Pooja Sharma
HR Executive at V-Konnect

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Senior Wealth Manager - Banking (2-14 yrs)

Delhi NCR/Mumbai Job Code: 719645

Vacant Locations - Delhi NCR / Mumbai

Exp. - Min. 2 Years (Wealth Background is must)

Profile Summary :

- Premium Customer (HNI/UHNI) relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI/UHNI families financial, banking, investment and business needs and objectives.

- Provide the face of the Bank to the Ultra high net worth customers of the Bank.

Key Areas :

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.

- Ensure ongoing self-development.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.


- Achieve - BEST in CLASS- productivity in order to maximize the efficacy of the sales process.

- Achieve the Targets set in terms of product mix.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Integration Management : 

- Manage the customer transition with utmost sensitivity.

- Awareness of all the policies and procedures issued in relation to money laundering prevention.

- Ensure compliance with these policies and procedures on an ongoing basis.

- Any suspicious transaction must immediately be reported to the supervising officer.

Interested talent can apply or for any query feel free to contact on 7906642722.

Women-friendly workplace:

Maternity and Paternity Benefits

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