Wealth Relationship Manager_Leading Bank_Pune

V Konnect; Pune District; Presencial; INR 1.800.000 - 2.600.000; Jornada completa

Descripción de la vacante

V Konnect in Pune, India is seeking a senior Relationship Manager to grow Liabilities & Investment business among HNI/NRI/UHNI clients. You will manage banking and investments relationships, deliver superior service, and identify opportunities to expand revenue through cross-sell across investments, liabilities, retail assets, forex and cards.

The role emphasizes financial planning, investment advisory, and driving wallet share while maintaining portfolio quality through regular client

Formación

• Experience in managing HNI/NRI client relationships.
• Strong client-facing and sales skills.
• Ability to analyse customer needs and propose financial products.

Responsabilidades

• 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.

Descripción del empleo

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.