Posted By
Job Views:
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128
Applications: 34
Recruiter Actions: 25
Posted in
Banking & Finance
Job Code
1645761
Relationship Manager - Wealth Management
Posted 4 days ago
Posted 4 days ago
3.8
21+ Reviews
Relationship Manager - Wealth Management
Description:
- Relationship Management profile involves acquiring, growing and deepening Wealth HNI customer relationships through effective relationship management.
- Relationship management of the premium customer segment of the Bank
- Generate new business to achieve defined sales targets across various Banking and wealth products
- Build and deepen relationships with existingWealth Clients to achieve increase in deposits, AUM and revenues
- Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth
- Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs
- Manage the portfolio to de-risk against attrition and achieve stability of book
- Deliver on key performance indicators at the highest level
- Have complete knowledge of the customer base in terms of profile, demographics and assets and ensure regular client meetings
- Ensure training and certifications as per the Banks policies and regulatory requirements
- Awareness of and compliance to all policies and procedures of the Bank
Preferred: MBA (IRDA / AMFI mandatory)
Desired Behavioral / Functional Traits:
- Excellent interpersonal skills
- Good communication skills
- Self-motivated and proactive approach to marketing sales
- Sales and product skillset
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Posted By
Job Views:
128
128
Applications: 34
Recruiter Actions: 25
Posted in
Banking & Finance
Job Code
1645761
