MUMBAI · FULLTIME
Relationship Wealth Manager
V Konnect
Mumbai · onsite · Posted 4d ago
Sourced from
₹10.0L - ₹14.0L PA2–7 yrsfulltimeMumbai
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Section · 01
About this role
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
- Identify cross-sell opportunities for various products such as mutual funds, insurance, retail banking, priority banking, and third-party products.
- Develop and maintain a deep understanding of HNI client needs to provide tailored solutions.
- Collaborate with internal teams to resolve customer queries and issues promptly.
- Meet sales targets by acquiring new HNI clients and increasing revenue through cross-selling.
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Section · 02
Skills
Cross SellingThird Party ProductsPremier BankingInvestment ProductsRetail LiabilitiesMutual FundselitePortfolio ManagementPriority BankingRetail BankingWealth ManagementCASASelectionHNI Client Handling