Founder at AV Global Advisory Services
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Manager - Wealth Relationship - Banking (10-18 yrs)
About the client:
- Company Name: Banking Domain
- Industries: Banking / Financial Services / Broking, Investment Banking / Venture Capital / Private Equity
- Company Type: Forbes Global 2000
- Headquarter Location: Mumbai
- Nature of Offering: Other
- Founding Year: 1900
- No of Employees: 10000+
Wealth Relationship Manager - Banking
- An Relationship Manager handles a group of High Net Worth Clients.
- Profiling Customers and provide financial products to meet customer needs.
- Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs.
- Increase liabilities size of relationship via balances in accounts of existing customers.
- To Enhance & Retain customer profitability by capturing larger share of Wallet.
- Ensure profitability of the portfolio: Generate high Income per Customer.
- Acquire new customers who meet product criteria through cross-referencing.
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