Job Description
Roles and Responsibilities
• Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.
• Develops, manages, and expands Bank 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 Bank 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
• Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.
• Develops, manages, and expands Bank 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 Bank 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| Leading Bank| Delhi NCR position is now open for candidates interested in the Bank Jobs sector. This role in Gurgaon 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.
