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Relationship Manager-Wealth Manager

Relationship Manager-Wealth Manager

Yes BankBengaluru, Karnataka, India
18 hours ago
Job description

Roles and Responsibilities

  • Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liabilities business.
  • Identify new sales opportunities through portfolio management, third party products, and fixed deposits.
  • Develop and maintain strong relationships with existing clients to increase retention rates.
  • Collaborate with branch teams to achieve sales targets and improve overall performance.
  • Provide exceptional customer service by resolving client queries promptly.

Desired Candidate Profile

  • 1-6 years of experience in Retail Branch Banking or similar role.
  • Strong understanding of Casa Sales, Current Account, Liability Products, Retail Liabilities, Retail Branch Banking, sales, Branch Banking, CASA / Current / Retail Banking / Liabilities / Fixed Deposits / Branch Sales / Portfolio Management / Third Party Products.
  • Excellent communication skills for effective relationship management with HNI / NRI clients.
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    Relationship Manager • Bengaluru, Karnataka, India