Job Description
Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.
- Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment..
- Identifies current and potential relationship with additional revenue potential and grow business.
- Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.
- Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships.
- Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.
- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
- Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.
- Drives revenue business to generate fee income through products like mutual funds, investments and insurance
- Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment..
- Identifies current and potential relationship with additional revenue potential and grow business.
- Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.
- Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships.
- Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.
- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
- Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.
- Drives revenue business to generate fee income through products like mutual funds, investments and insurance
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Relationship Manager | Bank |3|13 yrs position is now open for candidates interested in the Bank Jobs sector. This role in Pune 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.
