Wealth Relationship Manager
Published date: 2024/01/10
- Location: New Delhi, Delhi, India
Responsibilities
Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI segment
Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
Identify current and potential relationship with additional revenue potential and grow business
Sales targets spread across liabilities, retail assets, business banking, forex cards, investments etc.
Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationshipso
Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Qualifications
Candidate must have 2 years experienced regarding investment and liability products
Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI segment
Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
Identify current and potential relationship with additional revenue potential and grow business
Sales targets spread across liabilities, retail assets, business banking, forex cards, investments etc.
Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationshipso
Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Qualifications
Candidate must have 2 years experienced regarding investment and liability products
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