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
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