Wealth Relationship Manager - Bank

• The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling.
• The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements.
• The position entails client management and acquisition with a key focus on expanding the Asset under Management.
• Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs.

• The center of all client engagements will be to ensure superior customer experience.

Key Responsibilities:

• Provide financial solutions to the Burgundy 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
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
• Identify potential customers who can be sold tailored products to enhance product 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