Wealth Relationship Manager (Affluent Banking)_Leading Bank

Relationship Management

• Manage the banking and investment relationships of HNI, NRI, and UHNI clients
• Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations
• Identify current and potential relationships with additional revenue potential and drive growth

Sales & Business Development

• Achieve sales targets across a broad product spectrum including investments, liabilities, retail assets, business banking, forex, and cards
• Proactively sell the full range of consumer and commercial banking products to mapped and potential HNI/NRI clients
• Drive higher product and channel penetration to deepen client relationships and increase wallet share

Portfolio Quality & Engagement

• Maintain and improve portfolio quality through regular engagement and relationship monitoring
• Ensure relationships are aligned with desired value parameters and bank objectives

Investment Advisory

• Conduct financial planning and offer investment advisory services to HNI/NRI clients
• Analyze client needs and recommend suitable investment products
• Drive fee-based income through products like mutual funds, investments, and insurance