Wealth Relationship Manager - Sales (2-7 Yrs) Gurgaon/Gurugram/Delhi (BFSI Sales) by V - KONNECT ASSOCIATES

Updazz.com (July-2017 से पंजीकृत) ने 15 घंटे पहले इस नौकरी को पोस्ट किया था

Relationship Management :- Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI 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 businessGenerating Incremental Business :- Completes 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 Yes FIRST HNI Relationships- Deepens relationship to increase CASA balance in allocated portfolio- Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Customer Engagement :- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship valuesInvestment Advisory :- Financial Planning and Investment Advisory to HNI clients through 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)

Payroll Type : Permanent