Wealth Relationship Manager - Leading pvt Bank

Role & responsibilities

•  Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.
•  Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment..
•  Identifies current and potential relationship with additional revenue potential and grow business.
•  Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.
•  Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships.
•  Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.
•  Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
•  Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.
•  Drives revenue business to generate fee income through products like mutual funds, investments and insurance.