Relationship Manager-Wealth [RM-Wealth]

Reports to: Branch Manager-Wealth Management Group

Job Role and Responsibilities:

To ensure more wallet share to the customers to avoid devaluation of

securities

To do the entire primary banking from approaching a customer to filling AOF

i.e., Account Opening Form and vice versa(Primary bankers have 200 clients)

Managing relationship to improve relationship value of existing customers

Ensuring products the customers according to their requirements

Deliverables:

Maintain and deepen the relationships with the customers

Cross-sell products and services to both new and as well as existing

customers as per their lifestyle, risk profiling and requirements

Ensure compliance as per the bank requirements

Maintain regular contact with clients

Skills and Competencies:

Ability to analyze data

Ability to use tools related to wealth products (such as- funds and
investments, insurance and risk protection etc)

Maintaining external network i.e. to maintain contact with the customers

Attitude to service clients by providing them smooth and superior service

delivery
Educational Qualifications

UG - Any Graduate - Any Specialization

PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization