Roles and Responsibilities

- Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing ones through cross-selling of various financial products such as insurance, mutual funds, investment products, etc.

- Identify opportunities for upselling and cross-selling of third-party products like Casa, Retail Liabilities, Retail Branch Banking services.

- Develop strong understanding of HNI client needs and preferences to provide tailored solutions for wealth management.

- Collaborate with internal teams to ensure seamless delivery of services to HNI clients.

- Meet sales targets by acquiring new HNI clients and increasing revenue growth.

Desired Candidate Profile

- 2-7 years of experience in HNI Client Handling or Wealth Management in banking industry.

- Robust knowledge of Investment Products, Mutual Funds, FDs, IRDA & Insurance products.

- Excellent communication skills with ability to build rapport with high net worth individuals.

📌 Relationship Manager (Greater Noida)
🏢 V-Konnect
📍 Greater Noida