Wealth Manager

V Konnect; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

V Konnect seeks to strengthen its Liabilities & Investment business by managing banking and investment relationships with high-net-worth clients in Bengaluru. The role focuses on client engagement, financial planning, and advisory services to drive revenue through mutual funds, investments, and insurance.

You will be the primary contact for mapped clients, ensuring service and sales satisfaction while documenting all activities and maximizing opportunities in line with organizational processes.

Qualifications

• Experience in managing Liabilities & Investment business for high-net-worth clients.
• Strong focus on client service and sales satisfaction for key relationships.
• Ability to identify opportunities for revenue growth within HNI segment.

Responsibilities

• Manage banking and investments relationship with clients; drive growth of Liabilities & Investment business from HNI segment.
• Develop and expand customer relationships by delivering service levels exceeding client expectations.
• Identify current and potential relationships with revenue potential and grow business.
• Engage regularly to maintain portfolio quality and surpass relationship value targets.
• Be the face to the client and responsible for service and sales satisfaction of mapped clients.
• Provide financial planning and investment advisory to HNI clients.
• Drive revenue through products like mutual funds, investments, and insurance.
• Record all sales activity online per organizational process and maximize business opportunities through client profiling.

Skills

Relationship management

Client engagement

Investment advisory

Process & audit

Job description

Role & responsibilities

Relationship Management :

• Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI 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

Customer Engagement:

• 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

Investment Advisory

• Financial Planning and Investment Advisory to HNI clients
• Driving revenue business to generate fee income through products like mutual funds, investments and insurance

Process and Audit

• Ensure all sales activity is recorded online as per the organizational process
• Capture and maximize the business opportunity through detailed client profiling as per organizational process.