Bank focuses on managing and growing a high-value portfolio (80-100 Cr+) of HNI/NRI clients . Key duties include selling banking products (CASA, investments, Forex), conducting financial reviews, and deepening client relationships. The role requires strong sales abilities, client service, and compliance management. Experince in Team management. Manager the team Wealth RM.
Key Responsibilities And Role Requirements
- Portfolio Management: Managing HNI/UHNI relationships, ensuring high-value portfolio growth (80-100 Cr) through personalized engagement.
- Sales and Business Development: Achieving sales targets for liabilities, retail assets, business banking, forex, and credit cards.
- Customer Relationship Management: acting as the primary point of contact for client queries and acting as a trust advisor to provide financial solutions.
- Compliance and Operations: Ensuring timely renewals, managing documentation, and overseeing portfolio hygiene to adhere to bank policies.
- Performance Metrics: Driving Current Account/Savings Account (CASA) acquisition and increasing wallet share.
This job is provided by Shine.com
