Relationship Wealth Manager

Role & responsibilities

Relationship Management :

• Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
• Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment
• Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet

Generating Incremental Business

• Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
• Proactively sell the full range of consumer and commercial product to current and potential Relationships
• Increase CASA balance in allocated portfolio either through Deepening or Acquisition
• Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank

Customer Engagement:

• Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
• Face to the client and First person Responsible for service and sales satisfaction of mapped client

Investments

• To analyze financial needs of the customers and offer appropriate product with utmost transparency

Audit & Compliance

• Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)