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08/09 Shweta mittal
HR Consultant at Skillventory

Views:125 Applications:30 Rec. Actions:Recruiter Actions:7

Wealth Relationship Manager- Bank (6-20 yrs)

Chennai Job Code: 1311996

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

Women-friendly workplace:

Maternity and Paternity Benefits

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