02 Oct
|
V-Konnect
|
Bengaluru
02 Oct
V-Konnect
Bengaluru
Key Responsibilities:
- Manage and grow relationships with HNI clients across liabilities and investments.
- Drive business through CASA, Mutual Fund, Retail Assets, Business Banking, Forex, Cards, Investments & Insurance.
- Acquire recent clients and deepen existing relationships to increase wallet share.
- Provide financial planning and investment advisory based on client needs.
- Generate fee income through Mutual Funds, Investments & Insurance.
- Ensure excellent customer service, client engagement, process adherence, and compliance.
📌 Relationship Manager (Wealth) _ Leading Bank (Bengaluru)
🏢 V-Konnect
📍 Bengaluru