Wealth Relationship Manager - Sales (2-7 yrs)

Relationship Management :

- Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment

- Develops, manages, and expands 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

Generating Incremental Business :

- Completes 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 Yes FIRST HNI Relationships

- Deepens relationship to increase CASA balance in allocated portfolio

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

Customer Engagement :

- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

Investment Advisory :

- Financial Planning and Investment Advisory to HNI clients through 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