Role & responsibilities

o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment

- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most significant customer segment.
- Identify current and potential relationship with additional revenue potential and grow business

Generating Incremental Business

- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential clients
- Increase CASA balance in allocated portfolio either through Deepening or Acquisition




- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share

Customer Engagement:

- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
- Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Investment Advisory

- Financial Planning and Investment Advisory to HNI clients
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance

Requirement - Minimum two years experience required in portfolio management in Wealth/Retail Liability products

📌 Affluent Relationship Manager_Bank_Delhi/Gurgaon/Faridabad (Haryana)
🏢 V-Konnect
📍 Haryana