Senior Wealth RM_Leading Bank_Coimbatore/Madurai/Trichy

20 hours ago

Coimbatore Madurai Tiruchirapalli, India V Konnect Full time ₹ 5,00,000 - ₹ 25,00,000 per year

Roles and Responsibilities


• Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.

• Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment..

• Identifies current and potential relationship with additional revenue potential and grow business.

• Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.

• Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships.

• Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.

• Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.

• Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.

• Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

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