Wealth Relationship Manager

1 week ago


Delhi, Delhi, India Waytogo Consultants Full time

1.Increasing the Liability book and Investment AUM portfolio sizethrough, deepening and new acquisition.2. Revenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, RetailAssets etc.3. Ensure quality of sourcing by acquiring Potential UHNI Clients.4. Acquiring and managing both business, individual (resident andNRI) clients.5. Increase product penetration and exit barriers, by cross sellingmore number of products per client.6. Performing Portfolioallocations, reviews & financial check-ups foreach client atdefined frequency.7. Collaboration with product specialists to ensure engagement ofclients with superior and tailored wealth management andbusiness banking solutions.8. Work in close coordination with Client Experience Manager's todeliver superior service to clients.9. Ensuring adherence to Compliance processes and guidelines.10. Reduce rejection rates and improve quality of documentation.11. Ensuring 360° client engagement – "Total Client Ownership".



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