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HR Recruiter at V-Konnect Associates
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Wealth Relationship Manager - Banking (1-5 yrs)
Relationship Management
- Manages portfolio of HNI NRI customers and has demonstrated acumen for business acquisition of HNI/NRI customers in the existing portfolio basis.
- Candidate should have a clear focus on large value to grow the NR book size for the branch
- Sources a minimum of 2 to 3 new HNI NRI relationships (NR) every month and also focus on FCNR/NRE/NRO term deposits
- undertakes cross sell of third party products like Life Insurance and Mutual Funds
- Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
- Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
- Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
- Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.
- Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
- Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
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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