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Wealth Relationship Manager Job in Live @ Live Connections.

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 Wealth Relationship Manager Job in Live

Job Description

    Elite Relationship Manager Household

    KRAs:

    Develops new and expands existing High Net worth Customer relationships for liabilities (SA

    driven) and commercial assets

    Sources new bank customers through external individual efforts and acquisition channel

    Ensures high levels of customer service orientation and application of bank policy.

    Cross-sells bank products to existing set of branch customers, which are mapped

    Informs customers of new products or product enhancements further to expand the banking

    relationship.

    Plans and conducts special sales initiatives and events for prospective and existing clients.

    Coordinates with other group companies to provide seamless access to other products.

    Maintains complete relationship record for assigned customer accounts.

    Tracks customer complaints/queries and turnaround times for customer satisfaction

    Desired Candidate Profile:

    Developing and maintaining banking relationships with a select group of high net worth

    customers through individualized customer service.

    Very good understanding of Commercial Assets like CC, OD, TL, Export Finance

    Understanding of Mutual Funds and Insurance is an added advantage

    Graduate 4 - 6 years of experience

    Post Graduate - 2 -4 years of experience

    Customer orientation

    High energy levels with a motive to succeed

Employement Category:

Employement Type: Full time
Industry: Banking
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Wealth Relationship Manager Job in Live

Contact Details:

Company: Live Connections.
Location(s): Dombivali

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Keyskills:   hni acquisition hni client handling hni sales hni banking casa sales liability products

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Live Connections.

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