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HR Consultant at Skillventory
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Wealth Relationship Manager- Bank (6-20 yrs)
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
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