Wealth RM_Banking

Key Responsibilities:

Relationship Management

• Manage the banking and investment relationships of HNI clients, focusing on the overall growth of liabilities and investment business
• Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations
• Identify current and potential relationships with incremental revenue potential and grow the business
• Achieve sales targets across liabilities, retail assets, business banking, FOREX, cards, and investments
• Proactively sell the complete range of consumer and commercial banking products to both existing and potential HNI clients
• Increase CASA balances in the assigned portfolio through deepening or acquisition
• Drive product and channel penetration to deepen relationships and increase wallet share with the bank

Customer Engagement

• Maintain portfolio quality through regular engagement with mapped HNI relationships
• Act as the primary point of contact for client service and sales satisfaction

Investment Advisory

• Provide financial planning and investment advisory to HNI clients
• Drive fee-based income by offering products such as mutual funds, investments, and insurance

Process and Audit

• Record all sales activity and customer interactions online in accordance with organizational processes
• Conduct detailed client profiling to identify and maximize business opportunities