Wealth Manager - UHNI/Super HNI - NBFC/Banking

Location - Delhi NCR / Mumbai

Exp. - Min. 2 Years (Wealth Segment)

Preferred Industries - NBFC / Banking

Roles & Responsibilities -

Relationship Management :

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

- Develop, manage, and expend 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.

- Increase in allocated portfolio either through Deepening or Acquisition.

- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share .

 Customer Engagement :

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

- Face to the UHNI clients for service and sales satisfaction of mapped clients.

 Investment Advisory :

- Financial Planning and Investment Advisory to UHNI clients.

Process and Audit :

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

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

Interested Talent can share their profiles or for any query feel free to contact on 7906642722.