20 Sep
|
V-Konnect
|
Mumbai
Key Responsibilities:
- Manage and grow HNI banking & investment relationships.
- Drive business across CASA, Retail Assets, Business Banking, Forex, Cards & Investments.
- Acquire recent HNI customers and deepen existing relationships to increase wallet share.
- Provide financial planning and investment advisory to HNI clients.
- Generate fee income through Mutual Funds, Investments & Insurance.
- Ensure excellent customer service, portfolio quality and relationship engagement.
• Ensure adherence to sales processes, client profiling, documentation and audit requirements.
Key Skills:
HNI / Wealth Management
CASA & Liability Sales
Investment & Insurance Products
Client Relationship Management
Cross-selling & Business Development
Financial Planning & Investment Advisory
Note- Only banking experience required.
📌 Relationship Manager (Wealth)_Leading Bank (Only from Banking)
🏢 V-Konnect
📍 Mumbai