Wealth Relationship Manager
ConfidentialMumbai30+ days ago
Job descriptionEnsure portfolio quality by engaging with each mapped relationship regularly Act as the first point of contact and be responsible for both service and sales satisfaction of clients Provide financial planning and investment advisory to HNI clients Generate fee-based income through the sale of mutual funds, investments, and insurance products Ensure all sales activities and client interactions are recorded as per organizational processes Conduct detailed client profiling to capture and maximize business opportunities Adhere strictly to internal processes, compliance, and audit standards
Key Responsibilities :
Relationship Management
- Manage the banking and investment relationships of HNI clients and drive overall growth in liabilities and investment business
- Develop, manage, and expand client relationships by delivering superior service to key customers
- Identify current and potential clients with additional revenue opportunities and grow the portfolio accordingly
- Achieve sales targets across liabilities, retail assets, business banking, FOREX, cards, and investments
- Proactively offer the full range of consumer and commercial banking products to new and existing HNI relationships
- Increase CASA balances within the assigned portfolio through account deepening or new acquisitions
- Drive higher product and channel penetration to increase wallet share with the bank
Customer Engagement
Investment Advisory
Process and Audit
Skills Required
Relationship Management, Financial Planning, Investment Advisory, Customer Engagement
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Relationship Manager • Mumbai
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