Role: Relationship Manager-Wealth [RM-Wealth]
Grade: DMII to MMI
Reports to: Branch Manager-Wealth Management Group
Job Role and Responsibilities:
- To ensure more
wallet share to the customers to avoid devaluation of securities.
- To do the entire
primary banking from approaching a customer to filling AOF i.e., Account
Opening Form and vice versa (Primary bankers have 200 clients).
relationship to improve relationship value of existing customers.
products, the customers according to their requirements.
- Maintain and
deepen the relationships with the customers
products and services to both new and as well as existing customers as per
their lifestyle, risk profiling and requirements
compliance as per the bank requirements
- Maintain regular
contact with clients
Skills and Competencies:
- Ability to
- Ability to use
tools related to wealth products (such as- funds and investments, insurance and
risk protection etc.)
external network i.e. to maintain contact with the customers
- Attitude to
service clients by providing them smooth and superior service delivery
- Graduate & Post Graduate with
4-8 Years work experience.