Wealth Relationship Manager_Leading Bank_Jaipur

V Konnect; Jaipur; On-site; INR 900,000 - 1,300,000; Full time

Job summary

V Konnect seeks a seasoned relationship manager to oversee banking and investment relationships with HNI/NRI/UHNI clients. The role focuses on growing Liabilities & Investment business, expanding client portfolios, and delivering high-quality service to key client segments.

Core duties include managing customer relationships, attaining sales targets across investments, liabilities, retail assets, and related products, and advising on financial planning and investment solutions to maximize wallet

Responsibilities

• Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.
• Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.
• Identifies current and potential relationship with additional revenue potential and grow business.
• Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.
• Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships.
• Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.
• Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
• Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.
• Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

Job description

Role & responsibilities

• Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.
• Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment..
• Identifies current and potential relationship with additional revenue potential and grow business.
• Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.
• Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships.
• Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.
• Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
• Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.
• Drives revenue business to generate fee income through products like mutual funds, investments and insurance.