Wealth Relationship Manager
Full time
at Waytogo Consultants
in
India
Posted on May 8, 2024
Job details
Job Role:
- Provide financial solutions to the HNI customers while maintaining high service standards
- Maintain complete customer profile including the risk profile, demographics and assets in the bank
- Enrich relationships and garner higher wallet share through customer engagement activities
- Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
- Identify potential customers who can be sold tailored products to enhance product penetration
- Acquire new customers by converting referral leads
- Achieve targets as assigned by the organization on a monthly basis
- Record and track all engagement activities through the CRM system
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