Key Responsibilities:
Manage and grow HNI banking & investment relationships.
Drive CASA, Investments, Retail Assets, Forex, Cards & Business Banking.
Acquire current clients and deepen existing relationships.
Provide financial planning & investment advisory to HNI clients.
Cross-sell Mutual Funds, Insurance & Investment products.
Ensure excellent customer service, portfolio management & process compliance.
Preferred Profile:
Candidates with experience in HNI/Affluent Banking, Wealth Management or Relationship Management with robust sales and client-handling skills.
📌 Wealth Manager Leading Bank New Delhi
🏢 V-Konnect
📍 New Delhi
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