Wealth Relationship Manager - Bank

- 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 organization 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