Wealth Management Role - UHNI Segment - Bank

We are looking the candidates who have decent experience in Wealth Management role with Banking industry.

- And handling investment products like Mutual Funds, Insurance, Forex, CASA etc.

- Portfolio Management experience must.

- Experience Required for this role is more than 3 Years

Location : Delhi/NCR or Mumbai

Relationship Management :

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

- Develop, manage, and expand bank 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

Generating Incremental 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

Customer Engagement :

- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

- Face to the client and First person Responsible for service and sales satisfaction of mapped client.

Investment Advisory :

- Financial Planning and Investment Advisory to UHNI clients

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

Process and Audit :

- Ensure all sales activity is recorded online as per the organizational process

- Capture and maximize the business opportunity through detailed client profiling as per organizational process

Required Details :

- CTC :

- ECTC :

- Notice Period :

- Current organization Name :