Wealth Manager

Job Description:

• Manage and develop a portfolio of high-value/wealth customers.
• Drive CASA value build-up and deepen existing customer relationships.
• Acquire new customers and build a strong client portfolio.
• Identify customer requirements and cross-sell relevant banking and wealth products.
• Increase product holding per customer through effective relationship management.
• Manage customer portfolio and ensure superior service delivery.
• Drive revenue through NII & NFI and achieve assigned business targets.
• Build long-term relationships with HNI/affluent customers.
• Promote products such as Mutual Funds, Insurance, FD, Loans, Credit Cards and other investment solutions.
• Ensure regular customer engagement and portfolio reviews.
• Maintain compliance with bank policies and regulatory guidelines.