Wealth Relationship Manager - Nagercoil @ Waytogo Consultants

Job Description

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
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

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Keyskills:   preferred banking wealth preferred realtionship manager wealth manager