Wealth Relationship Manager - Bank

Wealth Relationship Manager - (VP)

- Profile involving acquiring, growing and deepening HNI Banking customer relationships through effective relationship management.

- Focusing on the analysis and satisfaction of HNI Customers- financial as well as investment needs and objectives.

- Provide the face of the Bank to the highest net worth customers of the Bank.

- Cross sell Asset, Trade and Forex products basis of customer needs

- Generate new business to achieve defined sales targets

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Ensure ongoing self-development.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places

- Generate new business to achieve defined sales targets

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Ensure ongoing self-development.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.