28 Sep
|
V-Konnect
|
Thane
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
📍 Thane