Wealth Relationship Manager (Manager)

  • icon job experience 5 - 9 Years
  • icon job opening 10 Openings
  • icon salary 12.0-14.0 Lac/Yr
  • icon job location Mumbai

Key Skills

Wealth Management Portfolio Wealth Relationship

Job Description

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

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

Cross sells existing bank products to customers.

Informs customers of new products or product enhancements to further 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.

Tracks customer complaints/queries and turnaround times for customer satisfaction

Experience : 5 - 9 Years

No. of Openings : 10

Education : Any Bachelor Degree

Role : Wealth Relationship Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

About Waytogo Consultants Pvt Ltd

WAYTOGO Consultants Pvt Ltd is an organization providing Recruitment solutions and a wide suite of specialist services to our clients- from executive search, selection and specialist staffing to training, consulting and outsourcing in Banking, Insurance, other financial Services, Telecom and Manufacturing domains. WAYTOGO Consultants Pvt Ltd has been set up and managed by professionals having more than 30 years of Industry experience in Banking & Financial Services Industry.
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