Wealth Relationship Manager

3 weeks ago


Visakhapatnam, India Waytogo Consultants Full time

Job Role:


Develops new and expands existing High Net worth Customer relationships for liabilities.

 Sources new bank customers through external individual efforts and acquisition channel

 Ensures high levels of customer service orientation and application of bank policy.

 Cross-sells bank products to existing set of branch customers, which are mapped

 Informs customers of new products or product enhancements further to expand the banking relationship.  Plans and conducts special sales initiatives and events for prospective and existing clients.

 Coordinates with other group companies to provide seamless access to other products.

 Maintains complete relationship record for assigned customer accounts.



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