Wealth Relationship Manager
- Unidus Services
- 10 Positions
- 25 days ago
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Job Description
- A Wealth Relationship Manager (RM) at Bank is responsible for building and managing relationships with high-net-worth customers, primarily those within the Preferred banking segment. This role involves acquiring new customers, deepening existing relationships through product and service offerings, and providing advisory services. Key Responsibilities: Client Acquisition and Relationship Management:
- Identify and acquire new Preferred customers who meet the bank's criteria.
- Regularly interact with existing clients to understand their financial needs and goals, and update their profiles.
- Maintain a strong rapport with clients to build trust and loyalty.
- Be the primary point of contact for all banking and financial needs.
- Cross-sell products and services based on the client's needs and profile.
- Achieve assigned revenue targets by enhancing the value and size of the portfolio.
- Ensure a high level of income-generating product holding.
- Provide advisory services to clients based on their needs, coordinating with the PBG (Priority Banking Group) if needed.
- Offer personal financial advice and guidance.
- Customer Service and Retention:
- Ensure high-quality customer service and resolve queries and complaints within the specified timeframe (TAT).
- Keep clients informed about regulatory changes and program features.
- Proactively manage complaints and ensure timely customer communication.
- Control customer attrition by addressing their concerns and needs.
Employement Category:
Employement Type: Full timeIndustry: BFSIRole Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: Wealth Relationship ManagerContact Details:
Company: Unidus ServicesLocation(s): Bharuch,
Keyskills: wealth wealth management investment banking cross selling hni client handling priority banking portfolio management client acquisition manager
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