Relationship Wealth Manager Tred+

About Tred+

Job Description

Position - Relationship Wealth Manager (HNI Sales) Department: BFSI, Finance, Investments & Trading Employment Type: Full Time, Permanent Location - Ahmedabad, Pune, Mumbai, Bengaluru, Delhi HQ - Ahmedabad Experience - 2-7 Years Joining - Immediate to 15 Days Core Responsibilities - Managing the banking and investments relationship of current clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Tred+. - Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients - Investment Advisory - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance - Process and Audit - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process - Good communication with minimum 2-7 years of experience required in Banking sector and - Handling Wealth management/Portfolio more than 50cr. Lets connect and explore how you can be part of the our team! Apply now on hr@tredplus.com,