- Manage and grow HNI banking and investment relationships.
- Drive investments, CASA, liabilities, and overall wallet share through acquisition and deepening.
- Achieve targets across CASA, retail assets, business banking, forex, cards, mutual funds and insurance.
- Provide financial planning and investment advisory to HNI clients.
- Cross-sell wealth and banking products to increase revenue and fee income.
- Maintain regular client engagement and ensure high service satisfaction.
- Ensure proper client profiling, sales documentation and adherence to internal processes/compliance.
Preferred Profile
- Experience in Wealth Management / HNI / Affluent / Priority Banking.
- Strong client acquisition, relationship management and investment product knowledge.
- Valuable communication and sales skills with a proven target-achievement record.
📌 Wealth Manager_Leading Bank (Gurugram)
🏢 V-Konnect
📍 Gurugram
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