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

Financial Planning, Investment Advisory, Relationship Management, Portfolio Management, Client Engagement