Relationship Manager (Wealth) _ Leading Bank
V Konnect · Hyderabad · onsite · Posted 22d ago
Undisclosed2–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Key Responsibilities:
- Manage and grow relationships with HNI clients across liabilities and investments.
- Drive business through CASA, Mutual Fund, Retail Assets, Business Banking, Forex, Cards, Investments & Insurance.
- Acquire new clients and deepen existing relationships to increase wallet share.
- Provide financial planning and investment advisory based on client needs.
- Generate fee income through Mutual Funds, Investments & Insurance.
- Ensure excellent customer service, client engagement, process adherence, and compliance.
Sourced from naukri
Skills
Affluent Relationship ManageWealth ProductPremierPremier BankingPreferred BankingInvestment ProductsHNIMutual FundsPrivate BankingeliteBurgundy RMPriority BankingRelationship ManagerPortfolioWealth ManagementCASAHNI Sales