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Wealth Relationship Manager (Affluent Banking)_Leading Bank

Wealth Relationship Manager (Affluent Banking)_Leading Bank

V Konnect

3 - 8 years

5 - 12 Lacs

Delhi Delhi India

Posted:3 days ago| Platform: Foundit logo

Apply

Skills Required

relationship management HNI banking nri services UHNI portfolio management Financial Planning Investment Advisory

Work Mode

On-site

Job Type

Full Time

Job Description

Relationship Management

Manage the banking and investment relationships of HNI, NRI, and UHNI clients
Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations
Identify current and potential relationships with additional revenue potential and drive growth

Sales & Business Development

Achieve sales targets across a broad product spectrum including investments, liabilities, retail assets, business banking, forex, and cards
Proactively sell the full range of consumer and commercial banking products to mapped and potential HNI/NRI clients
Drive higher product and channel penetration to deepen client relationships and increase wallet share

Portfolio Quality & Engagement

Maintain and improve portfolio quality through regular engagement and relationship monitoring
Ensure relationships are aligned with desired value parameters and bank objectives

Investment Advisory

Conduct financial planning and offer investment advisory services to HNI/NRI clients
Analyze client needs and recommend suitable investment products
Drive fee-based income through products like mutual funds, investments, and insurance

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