Relationship Wealth ManagerConfidential • Delhi NCR, Delhi, Gurgaon / Gurugram
Relationship Wealth Manager
Confidential • Delhi NCR, Delhi, Gurgaon / Gurugram
30+ days ago
Job descriptionSales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped client To analyze financial needs of the customers and offer appropriate product with utmost transparency Adherence to the Banks policy on acquisition / BSA / KYC etc as well as compliance requirements of regulatory authorities (RBI / SEBI / AMFI / IRDA, etc)
Role & responsibilities
Relationship Management :
- Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch / retail customers
- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment
- Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
Generating Incremental Business
Customer Engagement :
Investments
Audit & Compliance
Skills Required
Relationship Management, Customer Engagement
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Relationship Manager • Delhi NCR, Delhi, Gurgaon / Gurugram
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