Wealth Relationship Manager

Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships.

• Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals
• Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling
• Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank.
• Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

Optimal qualification for success on the job is :

Role Proficiencies :

For successful execution of the job, the candidate should possess the following :

Skills Required

Marketing, BFSI Sales