Job Description
H
Harpreet Kaur
Wealth Relationship Manager - Bank
Harpreet Kaur • New Delhi, Delhi • via IIM Jobs
Full–time
No Degree Mentioned
Apply on IIM Jobs
Apply on Callcenterjob.co.in
Apply on Jobrapido.com
Job description
Wealth Relationship Manager - Bank
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 YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identifies current ...
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N
Neha
Wealth Manager - Bank
Neha • New Delhi, Delhi • via IIM Jobs
Full–time
No Degree Mentioned
Apply on IIM Jobs
Apply on Thejop.com
Apply on Callcenterjob.co.in
Apply on Expertini | India Jobs Expertini
Job description
Relationship Management:
- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities& Investment business from HNI segment
- Develop, manage, and expand 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.
- Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships
- Increase CASA balance in allocated portfolio either through Deepening or Acquisition
- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
Customer Engagement:
- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
- Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Investment Advisory:
- Financial Planning and Investment Advisory to HNI clients
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance
- Process and Audit
- Ensure all sales activity is recorded online as per the organizational process
- Capture and maximize the business opportunity through detailed client profiling as per organizational process.
Harpreet Kaur
Wealth Relationship Manager - Bank
Harpreet Kaur • New Delhi, Delhi • via IIM Jobs
Full–time
No Degree Mentioned
Apply on IIM Jobs
Apply on Callcenterjob.co.in
Apply on Jobrapido.com
Job description
Wealth Relationship Manager - Bank
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 YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identifies current ...
Show full description
Report this listing
N
Neha
Wealth Manager - Bank
Neha • New Delhi, Delhi • via IIM Jobs
Full–time
No Degree Mentioned
Apply on IIM Jobs
Apply on Thejop.com
Apply on Callcenterjob.co.in
Apply on Expertini | India Jobs Expertini
Job description
Relationship Management:
- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities& Investment business from HNI segment
- Develop, manage, and expand 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.
- Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships
- Increase CASA balance in allocated portfolio either through Deepening or Acquisition
- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
Customer Engagement:
- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
- Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Investment Advisory:
- Financial Planning and Investment Advisory to HNI clients
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance
- Process and Audit
- Ensure all sales activity is recorded online as per the organizational process
- Capture and maximize the business opportunity through detailed client profiling as per organizational process.
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Manager | Bank 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.
