Dynamic Business Growth Specialist

5 days ago

Indore, Madhya Pradesh, India beBeeRevenue Full time ₹ 1,04,000 - ₹ 1,30,878
Wealth Relationship Manager

Our organization seeks a skilled Wealth Relationship Manager to join our team.

  • This role involves managing the banking and investments relationship of clients and is responsible for the overall growth of liabilities & investment business from HNI/NRI/UHNI segment.
  • The successful candidate will develop, manage, and expand customer relationships by providing exceptional service levels that exceed client expectations. They will also identify current and potential relationships with additional revenue potential and grow the business.
  • To achieve these objectives, the Wealth Relationship Manager will complete sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.
  • They will proactively sell the full range of consumer and commercial products to current and potential HNI/NRI Relationships. This includes driving higher product and channel penetration to deepen mapped relationships and increase wallet share with the bank.
  • The Wealth Relationship Manager ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
  • Furthermore, they will provide financial planning and investment advisory services to HNI/NRI clients through careful analysis and identification of customer needs, and propose appropriate products accordingly. Additionally, they will drive revenue business to generate fee income through products like mutual funds, investments, and insurance.

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