Relationship Manager

V Konnect; Dadri, Greater Noida, New Delhi; Sur place; INR 900 000 - 1 800 000; Plein temps

Résumé du poste

V Konnect seeks an experienced Wealth Manager to manage relationships with high net worth individuals in India, focusing on cross-selling insurance, mutual funds, and investment products.

You will identify upsell opportunities, tailor wealth plans to client needs, and coordinate with internal teams to ensure seamless delivery of services to HNI clients while achieving sales targets.

Qualifications

• 2–7 years of experience in HNI client handling or wealth management in banking.
• Strong knowledge of investment products, mutual funds, FDs, IRDA & Insurance products.
• Excellent communication with ability to build rapport with high net worth individuals.

Responsabilités

• Acquire new HNI clients and grow relationships through cross-selling of financial products.
• Identify upselling opportunities for third-party products like Casa, Retail Liabilities, and Retail Branch Banking.
• Develop deep understanding of HNI client needs to tailor wealth management solutions.
• Collaborate with internal teams to ensure seamless service delivery to HNI clients.
• Meet sales targets and drive revenue growth from HNI portfolios.

Connaissances

HNI client handling

Wealth management

Communication skills

Sales orientation

Description du poste

Roles and Responsibilities

• Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing ones through cross-selling of various financial products such as insurance, mutual funds, investment products, etc.
  
• Identify opportunities for upselling and cross-selling of third-party products like Casa, Retail Liabilities, Retail Branch Banking services.
  
• Develop strong understanding of HNI client needs and preferences to provide tailored solutions for wealth management.
  
• Collaborate with internal teams to ensure seamless delivery of services to HNI clients.
  
• Meet sales targets by acquiring new HNI clients and increasing revenue growth.
  

Desired Candidate Profile

• 2-7 years of experience in HNI Client Handling or Wealth Management in banking industry.
  
• Strong knowledge of Investment Products, Mutual Funds, FDs, IRDA & Insurance products.
  
• Excellent communication skills with ability to build rapport with high net worth individuals.