Relationship Manager - Wealth Management - HNI - BFSI

- Acquisition & Portfolio management of the existing database of the HNI customers.

- Develops new and expands existing High Net worth Customer relationships for liabilities (CASA, TPP).

- Cross sells existing bank products to customers.

- One point contact for branch walk-in 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.

- Maintains complete relationship record for assigned customer accounts.

- Tracks customer complaints/queries and turnaround times for customer Satisfaction