Wealth Manager - BFSI

- Monitor and address HNI client's banking and investment requirements

- Focus on business development across liabilities, assets & fees to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Formulate outbound and inbound sales plan to acquire new HNI customers to increase the customer base of the portfolio

- Conduct risk profiling of all mapped clients for better advisory on investment needs

- Ensuring need based product approach towards clients and regular reporting of product penetration