Virtual Wealth Relationship Manager - Banking

We are looking to hire dynamic, well-rounded personal banking relationship managers for this business vertical.

As part of this role, you will :

- Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service

- Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements.

- Fully own the book, growth and customer service KPIs for mapped portfolio

- Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements

- Work with internal teams to drive on-ground innovation and bank's strategic initiatives

- Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs

- Enforce strict adherence to the bank's policies and regulatory compliance measures

- Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines

Skills: HNI bank relationship management,customer service,investment,cross selling,upselling,loans,insurance,business development,sales & marketing