Relationship Manager

2 weeks ago


cuttack, India Waytogo Consultants Full time
  • Revenue Generation : Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products .
  • Role description Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships
  • Portfolio management
  • Review individual account relationships to determine the banking and investment needs of clients
  • Identify the risk profile of the customer
  • Identify potential investment products for clients
  • Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice
  • CTC till 15 Lacs


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