Role & responsibilities

• Relationship Management :

o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment

o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most significant customer segment.

o Identify current and potential relationship with additional revenue potential and grow business

• Customer Engagement:

o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

o Face to the client and First person Responsible for service and sales satisfaction of mapped clients

• Investment Advisory

o Financial Planning and Investment Advisory to HNI clients

o Driving revenue business to generate fee income through products like mutual funds, investments and insurance

• Process and Audit

o Ensure all sales activity is recorded online as per the organizational process

o Capture and maximize the business opportunity through detailed client profiling as per organizational process.

📌 Wealth Manager (Bengaluru)
🏢 V-Konnect
📍 Bengaluru