Wealth Manager

Veerwal Getwork Services; Gorakhpur District, Lucknow; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Veerwal Getwork Services seeks a Relationship Manager to manage a portfolio of high-value/wealth customers in India. The role focuses on CASA value build-up, deepening client relationships, and acquiring new customers to create a strong client base.

You will identify customer requirements and cross-sell banking and wealth products, increasing product holdings per customer while delivering superior service and meeting regulatory guidelines.

Responsibilities

• Manage and develop a portfolio of high-value/wealth customers.
• Drive CASA value build-up and deepen existing customer relationships.
• Acquire new customers and build a strong client portfolio.
• Identify customer requirements and cross-sell relevant banking and wealth products.
• Increase product holding per customer through effective relationship management.
• Manage customer portfolio and ensure superior service delivery.
• Drive revenue through NII & NFI and achieve assigned business targets.
• Build long-term relationships with HNI/affluent customers.
• Promote products such as Mutual Funds, Insurance, FD, Loans, Credit Cards and other investment solutions.
• Ensure regular customer engagement and portfolio reviews.
• Maintain compliance with bank policies and regulatory guidelines.

Job description

Job Description:

• Manage and develop a portfolio of high-value/wealth customers.
• Drive CASA value build-up and deepen existing customer relationships.
• Acquire new customers and build a strong client portfolio.
• Identify customer requirements and cross-sell relevant banking and wealth products.
• Increase product holding per customer through effective relationship management.
• Manage customer portfolio and ensure superior service delivery.
• Drive revenue through NII & NFI and achieve assigned business targets.
• Build long-term relationships with HNI/affluent customers.
• Promote products such as Mutual Funds, Insurance, FD, Loans, Credit Cards and other investment solutions.
• Ensure regular customer engagement and portfolio reviews.
• Maintain compliance with bank policies and regulatory guidelines.