AVP/Manager - Wealth Relationship - Bank

Wealth Relationship Manager - AVP

- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers.

- Sources new bank customers through external individual efforts and acquisition channel.

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

- Cross sells bank products to existing set of 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.