Senior Relationship Manager

2 weeks ago


Pune, Maharashtra, India Waytogo Consultants Full time
Job Summary

We are seeking a highly skilled and experienced Senior Relationship Manager to join our team at Waytogo Consultants. As a key member of our organization, you will be responsible for developing and expanding existing relationships with high net worth individuals.

Main Responsibilities
  • Sourcing new bank customers through external individual efforts and acquisition channels.
  • Ensuring high levels of customer service orientation and application of bank policy.
  • Cross-selling bank products to existing customers.
  • Informing customers of new products or product enhancements to further expand the banking relationship.
Additional Responsibilities
  • Planning and conducting special sales initiatives and events for prospective and existing clients.
  • Coordinating with other group companies to provide seamless access to other products.
  • Maintaining complete relationship records for assigned customer accounts.
Requirements

To succeed in this role, you will need:

  • A proven track record of success in relationship management, particularly with high net worth individuals.
  • Excellent communication and interpersonal skills.
  • The ability to work independently and as part of a team.
  • Familiarity with financial industry standards and regulations.
Compensation and Benefits

This is an excellent opportunity for a motivated and experienced professional to take their career to the next level. We offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience, as well as a comprehensive benefits package that includes health insurance, retirement plan, and paid time off.



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