Senior Wealth Relationship Manager - Bank

Job Responsibilities :

- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from Ultra HNI segment

- Develop, manage, and expand UHNI and HNI 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 UHNI 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

- Financial Planning and Investment Advisory to Ultra HNI clients

- Driving revenue business to generate fee income through products like mutual funds, investments and insurance

- Candidate should be from wealth domain.

Neha Satija
V-Konnect Associates
9643525375