Relationship Wealth Manager

Core Responsibilities- 

* Managing the banking and investments relationship of current 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 

* Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships.

Customer Engagement:

* 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 Investment Advisory

* Financial Planning and Investment Advisory to HNI clients

* Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit

* Ensure all sales activity is recorded online as per the organizational process

* Capture and maximize the business opportunity through detailed client profiling as per organizational process