Wealth RM

Role & 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