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14/11 Pooja Sharma
HR Executive at V-Konnect

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Senior Wealth Manager - Banking (2-14 yrs)

Ahmedabad/Chennai/Delhi/Delhi NCR/Gurgaon/Gurugram/Kolkata/Mumbai/Navi Mumbai/Noida/Pune Job Code: 764511

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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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