Wealth Manager
V Konnect · Bengaluru · onsite · Posted 35d ago
About a minute. You'll make an account on the way through.
About this role
Role & responsibilities
• Relationship Management :
o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment
o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
o Identify current and potential relationship with additional revenue potential and grow business
• Customer Engagement:
o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
o Face to the client and First person Responsible for service and sales satisfaction of mapped clients
• Investment Advisory
o Financial Planning and Investment Advisory to HNI clients
o Driving revenue business to generate fee income through products like mutual funds, investments and insurance
• Process and Audit
o Ensure all sales activity is recorded online as per the organizational process
o Capture and maximize the business opportunity through detailed client profiling as per organizational process.
Sourced from naukri