ING VYSYA BANK - India
Relationship Manager Wealth Management
- Responsible for building long-term relationship with HNI customers by providing customized services and Wealth Management Advice.
- In charge of cross selling financial products and acted as an adviser to clients in regards to their future investments.
- Managed existing portfolios and was responsible for 30% growth in wealth client base.
- Deepen Relationships with existing clients for increasing Book size
- One-point contact of the company for Mid Tire Millionaire (MTM) customers.
- Continuous monitoring of the portfolios and Keeping the clients abreast with the developments in the financial markets.