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24/11 Shweta mittal
HR Consultant at Skillventory

Views:132 Applications:43 Rec. Actions:Recruiter Actions:8

Wealth Relationship Manager - BFS (4-15 yrs)

Bangalore/Hyderabad/Chennai Job Code: 1341698

- 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

Women-friendly workplace:

Maternity and Paternity Benefits

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