Job Responsibilities
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.
Solid client acquisition, relationship management and investment product knowledge.
Valuable communication and sales skills with a proven target-achievement record.
📌 Wealth Manager Leading Bank Gurugram (India)
🏢 V-Konnect
📍 India
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