Job Details
Relationship Manager-Wealth
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).
- Managing
relationship to improve relationship value of existing customers.
- Ensuring
products, the customers according to their requirements.
Deliverables:
- Maintain and
deepen the relationships with the customers
- Cross-sell
products and services to both new and as well as existing customers as per
their lifestyle, risk profiling and requirements
- Ensure
compliance as per the bank requirements
- Maintain regular
contact with clients
Skills and Competencies:
- Ability to
analyze data
- Ability to use
tools related to wealth products (such as- funds and investments, insurance and
risk protection etc.)
- Maintaining
external network i.e. to maintain contact with the customers
- Attitude to
service clients by providing them smooth and superior service delivery
Educational Qualifications
- Graduate & Post Graduate with
4-8 Years work experience.
Location:
Across India
Min Exp (yrs):
4.00
Max Exp (yrs):
8.00