Wealth Relationship Manager - Banking

Relationship Management

- Manages portfolio of HNI NRI customers and has demonstrated acumen for business acquisition of HNI/NRI customers in the existing portfolio basis.

- Candidate should have a clear focus on large value to grow the NR book size for the branch

- Sources a minimum of 2 to 3 new HNI NRI relationships (NR) every month and also focus on FCNR/NRE/NRO term deposits

- undertakes cross sell of third party products like Life Insurance and Mutual Funds

- Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.

- Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.

- Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.

- Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

- Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.

- Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.