Relationship Manager - Retail Banking

V Konnect; Dadri, New Delhi, Gurugram District; On-site; INR 400,000 - 700,000; Full time

Job summary

V Konnect in Uttar Pradesh is seeking a Relationship Manager to engage high net worth individuals and retail clients, driving revenue through cross-selling of CASA, insurance, mutual funds, portfolio management services, and wealth management solutions.

You will identify new business opportunities, provide tailored financial planning advice, and develop strong relationships to expand the bank's market presence while collaborating with internal teams to resolve client issues and meet monthly

Qualifications

• Manage relationships with high net worth individuals and retail customers to increase sales revenue through cross-selling of various products such as CASA , insurance, mutual funds, portfolio management services, and wealth management solutions.

Responsibilities

• Manage relationships with high net worth individuals (HNIs) and retail customers to increase sales revenue through cross-selling of various products such as CASA , insurance, mutual funds, portfolio management services, and wealth management solutions.
• Identify new business opportunities by analyzing customer needs and providing tailored financial planning advice to achieve their goals.
• Develop strong relationships with existing clients to retain their loyalty and expand the bank's presence in the market.
• Collaborate with internal teams to resolve client issues promptly and efficiently.
• Meet or exceed monthly targets for sales performance metrics such as number of new accounts opened or total deposits acquired.

Job description

Roles and Responsibilities

• Manage relationships with high net worth individuals (HNIs) and retail customers to increase sales revenue through cross-selling of various products such as CASA , insurance, mutual funds, portfolio management services, and wealth management solutions.
• Identify new business opportunities by analyzing customer needs and providing tailored financial planning advice to achieve their goals.
• Develop strong relationships with existing clients to retain their loyalty and expand the bank's presence in the market.
• Collaborate with internal teams to resolve client issues promptly and efficiently.
• Meet or exceed monthly targets for sales performance metrics such as number of new accounts opened or total deposits acquired.