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Wealth Manager

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  • Posted 2 months ago

Job Description

Role & responsibilities

Role- Relationship Management

JD - Portfolio Handling Role

  • Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.
  • Develops, manages, and expands Yes customer relationships by providing service level which exceeds client expectations of most important customer segment..
  • Identifies current and potential relationship with additional revenue potential and grow business.
  • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.
  • Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships.
  • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.

About Company

V-Konnect Associates a leading Recruitment Consulting firm offering recruitment solutions for its clients. V-Konnect, which merged with erstwhile Corporals Consultants in the year 2008 has combined experience of more than 10 years in recruitment for all the levels. It has presence in Delhi/NCR and is planning to have offices in other parts of the country.

Job ID: 122801921

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