Relationship Manager - Wealth - Bank

- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.

- Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.

- Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio.

- Easily establish relationship with customers and build a rapport.

- Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.

- Is able to instil confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions.

Salary range: 8 - 12 LPA