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Wealth Relationship Manager

2.00 to 7.00 Years   Coimbatore   03 Oct, 2022
Waytogo Consultants Pvt Ltd
Job LocationCoimbatore
EducationNot Mentioned
SalaryRs 5 - 12 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    The Relationship Manager will be responsible for nurturing HNI client relationshipsthrough continuous client engagements and risk profiling. The RM will be responsible foridentification of potential customers and providing them customized solutions as pertheir requirements. The position entails client management and acquisition with a keyfocus on expanding the Asset under Management. Key capabilities include working in adynamic and fast-paced environment with cross-functional teams to design, collaboratewith multiple stakeholders and provide tailored investment products aligned to customerneeds. The center of all client engagements will be to ensure superior customerexperienceProvide financial solutions to the Burgundy customers while maintaining highservice standards Maintain complete customer profile including the risk profile, demographics andassets in the bank Enrich relationships and garner higher wallet share through customerengagement activities Deepen the existing relationships by cross selling the Bank's products andservices/ third party investment products Identify potential customers who can be sold tailored products to enhanceproduct penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Keyskills :
wealthpreferred bankingpreferred realtionship manager

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