W ealth RM-Manager

3 - 8 Years

Job Description

    Job Role -

    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

    Generating Incremental Business
    Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc.
    Pro-actively sell the full range of consumer and commercial product to current and potential HNI Relationships
    Increase CASA balance in allocated portfolio either through Deepening or Acquisition

    Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with

    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

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Channel Sales

Role:Sales / BD Manager

Employment Type:Permanent Job, Full Time


Desired Candidate Profile

Please refer to the Job description above

Company Profile

Skill Ventory

View Contact Details+

Recruiter Name:Swati Ghai

Contact Company:Skill Ventory