Wealth Relationship Manager

Roles and Responsibilities

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

Skills Required

Client Management, Investment Advisory, Relationship Building, Wealth Management, Financial Planning, Portfolio Management, Cross Selling