Wealth Relationship Manager For Leading Bank

2 days ago

Mumbai, Maharashtra, India Quotient Consultancy Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Leading Banking Hiring Wealth Relationship Manager

MUMBAI

Interested please call MAHEK and drop CV at

Job Title - Relationship Manager - First Wealth

Place of work - Mumbai

Business Unit - Retail Banking

Function -Branch Banking

Job Purpose -The role includes managing assigned client portfolio to ensure

superior service delivery leading to cross sell. It would include CASA Build up as

per branch targets, improving product holding per customer through cross sell of

all banking products, acquiring new clients and managing the walk in clients. The

role entails managing all cash, routine transactions for bank customers

including fund transfer, accepting deposits & withdrawals and managing deliverables.

Roles and Responsibilities --CASA value build up and new client acquisition.

Ensure effective client engagement leading to cross sell.

Increase in Product holding per customer' within mapped portfolio.

  • Ensure all the clients engaged are profiled and presented with suitable banking products.

  • Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs.

  • Ensure monthly operating plan is met to improve scorecard and decile rankings.

  • Coordinate with respective relationship managers for closure of  business loans, working capital, POS, CMS, trade transactions generated through client engagement.

  • Responsible for creating a customer-focussed approach for quick resolution of all

queries and complaints to achieve NPS benchmarks.

  • Custodian of the branch vault, manage vault limits, cash and non-cash

transactions.

  • Ensure Nil instances of cash shortage or excess at teller counter.

  • Updating the key registers regularly and review branch reports like end of day

(EOD) cash position report LTR, Instruments issued etc.

  • Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts

payable/ receivable, reconciliation and maintenance of suspense accounts register

as per the required format.

  • Ensure strict adherance to the bank policies and compliance.

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