Relationship Manager - Wealth - Private Banking

Salary offered: 9 - 14 LPA

RM - wealth profile:

Locations: Bangalore, Chennai

Reporting to: BM Wealth

Job Role and Responsibilities:

To increase the customer portfolio

Managing relationship to improve relationship value of existing customers

Ensuring products the customers according to their requirements

Deliverables:

Maintain and deepen the relationships with the customers

Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements

Ensure compliance as per the bank requirements

Maintain regular contact with clients

Skills and Competencies:

Sales orientation

Ability to analyze data

Ability to use tools related to wealth products (such as- funds and investments, insurance and risk protection etc)

Maintaining external network i.e. to maintain contact with the customers

Attitude to service clients by providing them smooth and superior service delivery

People from pharmaceutical companies can also be considered