Roles and Responsibilities

- Manage relationships with high net worth individuals (HNIs) and non-retail clients to grow liabilities business.

- Identify opportunities to cross-sell bank's products such as Current Account, Portfolio Management, Mutual Funds, Investment Products, Wealth Management, Elite, Premier, Platinum, Preferred Banking, Selection & Priority Banking.

- Develop new client relationships through networking within the community and referrals from existing contacts.

- Ensure timely completion of all documentation related to HNI client handling.

- Maintain accurate records of customer interactions using CRM software.

Desired Candidate Profile

- 2-10 years of experience in retail branch banking or similar role.

- Robust understanding of CASA deposits and retail liabilities management.

- Excellent portfolio management skills with ability to identify growth opportunities.

- Proficiency in selling multiple financial products including current accounts, mutual funds, investment products etc.

📌 Relationship Manager - Retail Branch Banking (New Delhi)
🏢 V-Konnect
📍 New Delhi