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Senior Executive at V-Konnect Associates
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Wealth Manager - Bank (1-10 yrs)
Job Description:
Relationship Management
- Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment
- Identifies current and potential relationship with additional revenue potential and grow business
Generating Incremental Business
- Completes 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 Relationships
Customer Engagement:
- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Investment Advisory
- Financial Planning and Investment Advisory to HNI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products
- Drives revenue business to generate fee income through products like mutual funds, investments and insurance
Process and Audit
- Ensures all sales activity is recorded online as per the organizational process
- Captures and maximizes the business opportunity through detailed client profiling as per organizational process
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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