Wealth Relationship Manager_ Banking_Across Mumbai

6 days ago


Mumbai, Maharashtra, India V Konnect Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Role & responsibilities

Job Description Relationship Management :

  • Managing the banking and wealth/ investments relationship of clients and responsible for overall growth of

    Liabilities & Investment business from HNI segment

    o Develop, manage, and expand customer relationships by providing service level which exceeds client

    expectations of most important customer segment.

    o Identify current and potential relationship with additional revenue potential and grow business

    Generating Incremental Business

    o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.

    o Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST

    HNI Relationships

    o Increase CASA balance in allocated portfolio either through Deepening or Acquisition

    o Driving higher product and channel penetration to deepen mapped relationships and to increase

    wallet share with YES Bank

    Customer Engagement:

    o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the

    desired relationship values

    o Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Preferred candidate profile

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