Posted By

Munmun Roy

MIS Executive at WTG Consultants

Last Login: 19 February 2024

Job Views:  
68
Applications:  21
Recruiter’s Activity:  10

Job Code

1278481

Relationship Manager - Wealth Products

6 - 12 Years.Chennai
Posted 10 months ago
Posted 10 months ago

The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling.

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management.

Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs.

The center of all client engagements will be to ensure superior customer.

- Provide financial solutions to the customers while maintaining high service standards

- Maintain complete customer profile including the risk profile, demographics and assets in the bank

- Enrich relationships and garner higher wallet share through customer engagement activities

- Deepen the existing relationships by cross selling the Bank's products and services/third party investment products

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Posted By

Munmun Roy

MIS Executive at WTG Consultants

Last Login: 19 February 2024

Job Views:  
68
Applications:  21
Recruiter’s Activity:  10

Job Code

1278481

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