Wealth Manager and Portfolio Manager_ Banking

3 weeks ago

Gurugram Delhi Delhi NCR, India V Konnect Full time

Job Description Role & responsibilities - Responsible for increasing liabilities size of relationship via balances in accounts of existing HNI customers and enhancing customer profitability by capturing larger share of wallet - Review the inflows and outflows in the mapped HNI accounts and also proactively tracks HNI visits to India - Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings - Generates new sales leads for HNI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc. Secondary Responsibilities: - Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers - Recommend process changes in order to improve service efficiency and quality across the branch network. - Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives - Knowledge of the Banking Industry, FEMA regulations governing HNI business, HNI / HNW Customer Behaviour, Money and Financial Markets Managerial & Leadership Responsibilities (if applicable) - Attract and retain best-in-class talent for key roles in their reporting structure - Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements Enable teams to drive growth targets by providing necessary support - Key Success Metrics - CA/SA and TD growth targets, Customer Acquisition targets, Product Cross Sell targets - Involved in increasing customer engagement through cross selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment Products like Forex, Remittances, Loans, etc. to new and existingcustomers

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