Relationship Manager - NRI

V Konnect

3 - 8 years

4 - 8 Lacs

Pune Maharashtra India

Posted:3 days ago| Platform: Foundit logo

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Skills Required

Client Engagement Portfolio Management Wealth Advisory CASA acquisition Revenue Generation HNI banking investment products Financial Planning

Work Mode

On-site

Job Type

Full Time

Job Description

Role & Responsibilities

Manage the banking and investment relationships of HNI clients and drive the overall growth of liabilities and investment business.
Develop, retain, and grow high-value client relationships by delivering superior service levels and personalized financial solutions.
Identify opportunities for revenue generation by deepening existing relationships and acquiring new clients.
Achieve sales targets across a wide range of banking products including
liabilities, retail assets, business banking, forex, credit cards, and investments
.
Proactively offer the full spectrum of retail and commercial banking products to enhance client wallet share.
Grow CASA balances through both acquisition and relationship deepening initiatives.
Drive product and channel penetration to maximize client engagement and profitability.
Ensure high-quality client engagement through regular interactions and maintaining portfolio hygiene.
Act as the single point of contact for clients, ensuring timely resolution of service and sales queries.
Provide financial planning and investment advisory to HNI clients, aligned with their goals and risk profiles.
Generate fee income by cross-selling wealth products such as
mutual funds, insurance, bonds, and structured products
.
Ensure 100% compliance with internal processes by recording all sales activities and maintaining proper audit trails.
Perform detailed client profiling to identify financial needs and deliver customized banking solutions.

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