Job Description
Urgent position for Relationship Manager(Wealth / NRI ) in Banking sector for Delhi NCR.
Interviews will be on 28th April
# Age Criteria is 36 years only not more than that.
Relationship Manager is individual role.
JOB RESPONSIBILITIES:
Relationship Management :
o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment
o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
o Identify current and potential relationship with additional revenue potential and grow business
Generating Incremental Business
o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
o Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships
o Increase CASA balance in allocated portfolio either through Deepening or Acquisition
o Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
Customer Engagement:
o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
o Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Investment Advisory
o Financial Planning and Investment Advisory to HNI clients
o Driving revenue business to generate fee income through products like mutual funds, investments and insurance
Process and Audit
o Ensure all sales activity is recorded online as per the organizational process
o Capture and maximize the business opportunity through detailed client profiling as per organizational process
Interested candidates can share CV on mail id: OR Whatsapp No.- +625XXXXXX
Warm Regards,
Karishma Jain
V-Konnect Associates
621,Udyog Vihar, Phase-V, Gurgaon
Phone: +625XXXXXX
www.v
Interviews will be on 28th April
# Age Criteria is 36 years only not more than that.
Relationship Manager is individual role.
JOB RESPONSIBILITIES:
Relationship Management :
o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment
o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
o Identify current and potential relationship with additional revenue potential and grow business
Generating Incremental Business
o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
o Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships
o Increase CASA balance in allocated portfolio either through Deepening or Acquisition
o Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
Customer Engagement:
o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
o Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Investment Advisory
o Financial Planning and Investment Advisory to HNI clients
o Driving revenue business to generate fee income through products like mutual funds, investments and insurance
Process and Audit
o Ensure all sales activity is recorded online as per the organizational process
o Capture and maximize the business opportunity through detailed client profiling as per organizational process
Interested candidates can share CV on mail id: OR Whatsapp No.- +625XXXXXX
Warm Regards,
Karishma Jain
V-Konnect Associates
621,Udyog Vihar, Phase-V, Gurgaon
Phone: +625XXXXXX
www.v
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager|wealth position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
