Wealth Relationship Manager

Key Responsibilities:

Relationship Management

• Manage the banking and investment relationships of HNI clients and drive overall growth in liabilities and investment business
• Develop, manage, and expand client relationships by delivering superior service to key customers
• Identify current and potential clients with additional revenue opportunities and grow the portfolio accordingly
• Achieve sales targets across liabilities, retail assets, business banking, FOREX, cards, and investments
• Proactively offer the full range of consumer and commercial banking products to new and existing HNI relationships
• Increase CASA balances within the assigned portfolio through account deepening or new acquisitions
• Drive higher product and channel penetration to increase wallet share with the bank

Customer Engagement

• Ensure portfolio quality by engaging with each mapped relationship regularly
• Act as the first point of contact and be responsible for both service and sales satisfaction of clients

Investment Advisory

• Provide financial planning and investment advisory to HNI clients
• Generate fee-based income through the sale of mutual funds, investments, and insurance products

Process and Audit

• Ensure all sales activities and client interactions are recorded as per organizational processes
• Conduct detailed client profiling to capture and maximize business opportunities
• Adhere strictly to internal processes, compliance, and audit standards