HR Recruiter at V-Konnect Associates
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Senior Wealth Relationship Manager - Bank (2-7 yrs)
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.