Private Wealth Manager

1 week ago


India Waytogo Consultants Full time
  • A Banking Relationship Manager is primarily responsible for providing financial solutions to the wealth customers and ensuring value added services.
  • Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.
  • Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products.
  • Increasing customer engagement through other non-investment products like Forex, Remittances, Loans, etc. to the new and existing customers.
  • Ensuring that the customers are sufficiently educated/ leveraged on the best financial solutions.


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