Wealth Relationship Manager Sales Bank (3 7 Yrs) Mumbai/navi Mumbai/thane (bfsi Sales)
Job Description
Roles and Responsibilities- 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 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.- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.- Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.- Drives revenue business to generate fee income through products like mutual funds, investments and insurance (ref:updazz.com)
updazz .com
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Job Detail
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Job IdJD3348751
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationNavi Mumbai, Maharashtra, India
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EducationNot mentioned
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ExperienceYear