Relationship Manager (Wealth) _ Leading Bank

V Konnect; Chennai District, Bengaluru; On-site; INR 600,000 - 850,000; Full time

Job summary

V Konnect in India is seeking a relationship manager to manage and grow relationships with high-net-worth clients across liabilities and investments. You will drive business through CASA, mutual funds, retail assets, business banking, forex, cards, investments and insurance.

You will acquire new clients and deepen existing relationships to increase wallet share, provide financial planning and investment advisory based on client needs, and generate fee income while ensuring excellent customer

Responsibilities

• Manage and grow relationships with HNI clients across liabilities and investments.
• Drive business through CASA, Mutual Fund, Retail Assets, Business Banking, Forex, Cards, Investments & Insurance.
• Acquire new clients and deepen existing relationships to increase wallet share.
• Provide financial planning and investment advisory based on client needs.
• Generate fee income through Mutual Funds, Investments & Insurance.
• Ensure excellent customer service, client engagement, process adherence, and compliance.

Job description

Key Responsibilities:

• Manage and grow relationships with HNI clients across liabilities and investments.
• Drive business through CASA, Mutual Fund, Retail Assets, Business Banking, Forex, Cards, Investments & Insurance.
• Acquire new clients and deepen existing relationships to increase wallet share.
• Provide financial planning and investment advisory based on client needs.
• Generate fee income through Mutual Funds, Investments & Insurance.
• Ensure excellent customer service, client engagement, process adherence, and compliance.