Wealth Relationship Manager- Bank

Wealth Relationship Manager

About the Role:

- Provide financial solutions to the Wealth 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

- Identify potential customers who can be sold tailored products to enhance product penetration

- Acquire new customers by converting referral leads Achieve targets as assigned by the organisation on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank