Wealth RM_BankingConfidential • Jaipur

Wealth RM_Banking

Confidential • Jaipur

30+ days ago

Job description

Key Responsibilities :

Relationship Management

Manage the banking and investment relationships of HNI clients, focusing on the overall growth of liabilities and investment business
Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations
Identify current and potential relationships with incremental revenue potential and grow the business
Achieve sales targets across liabilities, retail assets, business banking, FOREX, cards, and investments
Proactively sell the complete range of consumer and commercial banking products to both existing and potential HNI clients
Increase CASA balances in the assigned portfolio through deepening or acquisition
Drive product and channel penetration to deepen relationships and increase wallet share with the bank

Customer Engagement

Maintain portfolio quality through regular engagement with mapped HNI relationships

Act as the primary point of contact for client service and sales satisfaction

Investment Advisory

Provide financial planning and investment advisory to HNI clients

Drive fee-based income by offering products such as mutual funds, investments, and insurance

Process and Audit

Record all sales activity and customer interactions online in accordance with organizational processes

Conduct detailed client profiling to identify and maximize business opportunities

Skills Required

Relationship Management, Financial Planning, Investment Advisory

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Wealth • Jaipur

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