RM_Wealth Management

Role & Responsibilities :

• Managing, developing, and expanding customer relationships by providing banking and investment services that exceed client expectations for the most important customer segment
• Generating incremental business through deepening and acquisition of HNI relationships
• Achieving sales targets across liabilities, retail assets, business banking, forex, cards, investments, and commercial products
• Increasing CASA balances in the allocated portfolio through relationship management strategies
• Providing financial planning and investment advisory services to HNI clients
• Driving revenue growth and fee income through products like mutual funds, investments, and insurance

Skills Required

Relationship Management, Investment Advisory, Financial Planning, Wealth Management