Wealth Relationship Manager

Apply Now Refer Candidate

Key Responsibilities:

Provide financial solutions to the Premium 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
Identify potential customers who can be sold tailored products to enhance product penetration
Acquire new customers by converting referral leads
Record and track all engagement activities through the CRM system
Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals
To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc

Role Proficiencies:

8+ years experience in Banking / Financial services preferably in branch banking role
Knowledge of banking sector, Banking products and process knowledge, and Regulatory knowledge
Skills Sales and Influencing Skills, Planning and Organizing Skills, Good Writing Skills, Comfort with Power Point and Excel, Fluency in English

Experience:
8 - 15 Years
Salary:
6 LPA - 14 LPA
Diversity Candidate:
No
Location:
Bengaluru
Address:
Bengaluru
Primary Skills:
Financial Knowledge, Customer Service, CASA, Portfolio Management, Wealth Management
Secondary Skills:
Sales and Cross-Selling, Teamwork and Collaboration
Industry:
BFSI Fintech & Financial Services
Job Type:
Full time
Degree:
Graduation/Post-Graduation

Check All Blogs

In today's dynamic job market, the banking sector offers exciting opportunities for women a ...

Are you a recent graduate eager to kickstart your career in accounting and finance? Look no fur ...

In India, the narrative around women in the workforce is changing. We're seeing a rise in f ...

In the dynamic world of job hunting, interviews are the gateways to career opportunities. Each ...