Relationship Manager Wealth Management Bank

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.- Proactively 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 BankCustomer 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 insuranceProcess 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.Interested Candidates can share CV whatsapp No.: +625565153Karishma JainV-Konnect Associates (ref: updazz.com