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Wealth Development Executive
2 weeks ago
We are seeking an experienced Wealth Relationship Manager to join our team. This role will be responsible for managing banking and investment relationships of high net worth individuals, driving growth in liabilities and investment business.
Key Responsibilities- Relationship Management: Manage banking and investment relationships of clients, responsible for overall growth of Liabilities & Investment business from the HNI segment.
- Develop, manage, and expand customer relationships by providing service levels that exceed client expectations of the most important customer segment.
- Identify current and potential relationships with additional revenue potential and grow business.
- Generate incremental business opportunities.
- Achieve sales targets across various product lines including liabilities, retail assets, business banking, FOREX, cards, investments, etc.
- Ensure portfolio quality by regularly engaging with each mapped relationship and maintaining desired relationship values.
- Serve as the primary contact for mapped clients, responsible for service and sales satisfaction.
- Provide financial planning and investment advisory services to HNI clients.
- Drive revenue business to generate fee income through products like mutual funds, investments, and insurance.
- Ensure all sales activities are recorded online as per organizational processes.
- Capture and maximize business opportunities through detailed client profiling as per organizational process.
