Relationship Manager (Wealth)_Leading Bank (Only from Banking)

Key Responsibilities:

• Manage and grow HNI banking & investment relationships.
  • Drive business across CASA, Retail Assets, Business Banking, Forex, Cards & Investments.
  • Acquire new HNI customers and deepen existing relationships to increase wallet share.
  • Provide financial planning and investment advisory to HNI clients.
  • Generate fee income through Mutual Funds, Investments & Insurance.
  • Ensure excellent customer service, portfolio quality and relationship engagement.
  • Ensure adherence to sales processes, client profiling, documentation and audit requirements.

Key Skills:

HNI / Wealth Management
CASA & Liability Sales
Investment & Insurance Products
Client Relationship Management
Cross-selling & Business Development
Financial Planning & Investment Advisory

Note- Only banking experience required.