Wealth RM _ Bank

Role & 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

Skills Required

Investment Analysis, Portfolio Management, Risk Assessment, Financial Modeling, Client Relationship, Market Research