01Overview
Description:
Department : Wealth Management / Priority Banking / Private Banking / Retail Banking
Open to both Individual Contributors (Non-Team Handling) and Team Managers (Team Handling Roles).
Locations:
- Ahmedabad
- Vadodara
- Surat
- Indore
- Bhopal
- Chandigarh
- Coimbatore
- Kochi
- Bhubaneswar
- Guwahati
- Other key locations across India
Key Highlights of the Role:
- Manage and grow HNI/UHNI customer relationships.
- Handling min AUM of 100 Crore and above.
- Acquire new HNI customers through referrals and networking.
- Increase share of wallet and drive revenue growth.
- Cross-sell wealth and investment products.
- Deliver exceptional customer experience and retention.
- Conduct regular portfolio reviews and investment discussions.
- Drive business through Mutual Funds, Insurance, PMS, AIF, Bonds and other wealth products.
- Build strong market presence and client networks.
- Maintain customer engagement as the single point of contact.
- Achieve acquisition, revenue and portfolio growth targets.
- Ensure timely updates of sales activities and MIS.
- Coordinate with product and investment teams for client servicing.
- Strong preference for candidates currently managing AUM of 100 Cr+.
- Experience in Wealth Management, Priority Banking, Private Banking or Affluent Banking preferred. .
