Relationship Manager

3 weeks ago


Pune, India V Konnect Full time

Job Description Role & Responsibilities - Manage the banking and investment relationships of HNI clients and drive the overall growth of liabilities and investment business. - Develop, retain, and grow high-value client relationships by delivering superior service levels and personalized financial solutions. - Identify opportunities for revenue generation by deepening existing relationships and acquiring new clients. - Achieve sales targets across a wide range of banking products including liabilities, retail assets, business banking, forex, credit cards, and investments. - Proactively offer the full spectrum of retail and commercial banking products to enhance client wallet share. - Grow CASA balances through both acquisition and relationship deepening initiatives. - Drive product and channel penetration to maximize client engagement and profitability. - Ensure high-quality client engagement through regular interactions and maintaining portfolio hygiene. - Act as the single point of contact for clients, ensuring timely resolution of service and sales queries. - Provide financial planning and investment advisory to HNI clients, aligned with their goals and risk profiles. - Generate fee income by cross-selling wealth products such as mutual funds, insurance, bonds, and structured products. - Ensure 100% compliance with internal processes by recording all sales activities and maintaining proper audit trails. - Perform detailed client profiling to identify financial needs and deliver customized banking solutions.


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