Virtual Wealth Relationship Manager

4 weeks ago


Hyderabad, Telangana, India iimjobs Full time
We are looking to hire dynamic, well-rounded personal banking relationship managers for this business vertical.

As part of this role, you will :

  • Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service
  • Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements.
  • Fully own the book, growth and customer service KPIs for mapped portfolio
  • Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements
  • Work with internal teams to drive onground innovation and bank's strategic initiatives
  • Demonstrate a solutionoriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs
  • Enforce strict adherence to the bank's policies and regulatory compliance measures
  • Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines

Skills:
HNI bank relationship management,customer service,investment,cross selling,upselling,loans,insurance,business development,sales & marketing
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