Wealth Relationship Manager - Bank (3-13 yrs)
Published date: 2024/01/10
- Location: Pune, Maharashtra, India
Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.
- Develops, manages, and expands 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 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
- Develops, manages, and expands 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 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
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