Hiring For Wealth Relationship manager II Banking II
4 days ago
Role & responsibilities
Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.
Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.
Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio.
Easily establish relationship with customers and build a rapport.
Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.
Preferred candidate profile
Only female candidates
EDUCATION
Essential requirement: Graduate with exposure to financial/ mgmt. subjects
Preferred: PGDM/ MBA / MMS
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