Senior Wealth Manager

Role & Responsibilities

• Managing the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI segment
• Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment
• Identify current and potential relationship with additional revenue potential and grow business
• Generating Incremental Business
• Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc.
• Proactively sell the full range of consumer and commercial product to current and potential Relationships
• Increase CASA balance in allocated portfolio either through Deepening or Acquisition
• Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
• Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
• Face to the client and First person Responsible for service and sales satisfaction of mapped clients
• Financial Planning and Investment Advisory to HNI clients

Preferred Candidate Profile

• Need Relevant Experience of 4-5 Years into Wealth Asset Management, Investment Advisory, HNI Client Relationship, Forex, Trading