Wealth Relationship Manager

ConfidentialSurat, Ahmedabad, Vadodara

30+ days ago

Job description

Job Purpose :

The role is focused on driving growth in the Retail Banking business through excellent customer service, premium client acquisition, and cross-selling of banking and investment products. The incumbent will build and maintain strong relationships with key clients, helping them make informed financial decisions, while ensuring the branch delivers a seamless customer experience.

Roles and Responsibilities :

Manage a portfolio of key clients and deliver personalized financial advisory services
Offer Portfolio Investment Services tailored to individual client needs
Utilize digital applications for creating product suitability matrices and financial planning
Act as a key interface between the bank and high-value clients to offer complete banking, wealth management, and portfolio management solutions
Drive profitability by increasing wallet share from existing clients
Deepen customer relationships through effective cross-selling of banking products
Ensure full compliance with the bank's Standard Operating Procedures (SOPs) and service control standards
Collaborate with product and cross-sell teams to maximize customer engagement and satisfaction

Secondary Responsibilities :

Maintain strong relationships with local dealers to source new clients and enhance the bank's market presence

Support evaluation and implementation of new initiatives in product offerings, channels, and processes

Coordinate with internal departments to ensure comprehensive product and service delivery to customers

Skills Required

Financial Advisory, Portfolio Management, Customer Relationship Management, Wealth Management

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Relationship Manager • Surat, Ahmedabad, Vadodara