Relationship Manager – Wealth Management – Bank (3-12 yrs) Gurgaon/Gurugram (BFSI Sales/Marketing) | Jobs in India |
Relationship Manager – Wealth Management – Bank (3-12 yrs) Gurgaon/Gurugram (BFSI Sales/Marketing) | Jobs in India |
Job title: Relationship Manager - Wealth Management - Bank (3-12 yrs) Gurgaon/Gurugram (BFSI Sales/Marketing)
Company:
Expected salary
Location Gurgaon, Haryana
Location New Delhi, Delhi
Job date Fri, 19 Mar 2021 08:53:12 GMT

Job description: We are hiring Senior Wealth Relationship Manager for one of the leading Bank for Gurgaon Location.CTC : As per industry normsExperience : Minimum 3+ year into same (Wealth Management)Job Location : GurgaonJob description :- Handling a portfolio of HNI or UHNI clients- Monitor and address HNI clients banking and Investment requirements- Building and maintaining long term relationships, deepening relationship (growing relationship value) and growing revenues- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment- Identify current and potential relationship with additional revenue potential and grow business- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.- Increase CASA balance in allocated portfolio either through Deepening or Acquisition- Financial Planning and Investment Advisory to HNI clients- Regular contact with all mapped clients through weekly / monthly calls- Resolution of queries of all mapped clients within TAT specifiedKey Skills :- Handling HNI/ UHNI Clients- Exp in Portfolio Management/ Wealth Management- Experience in Mutual Fund & InsuranceIf interested, you can share your updated CV (ref:updazz.com)

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