Wealth Relationship Manager in Bank
Location
Mumbai | India
Job description
We are looking for a highly motivated Wealth Relationship Manager in the Branch Banking Department for India's Leading Bank.
Job Roles and Responsibilities:
- Have good awareness of Corporates with entry point links in those corporates.
- Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking.
- Cross-sells bank products to existing set of Corp Sal customers, which are mapped.
- Handle Investment and Insurance requirements of clients
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products.
- Goes beyond the professional need of the customer by providing other products - enhancement of customer value
- Maintains complete relationship record for assigned customer accounts.
- Penetration of group/family account of the existing mapped base.
- Tracks customer complaints/queries and turnaround times for customer satisfaction
Desired Candidates Profiles:
- Qualification: Any Graduation or Post Graduation
- Experience: Minimum 3 to 6 Years of experience in the Core Retail Liability Banking Sales with 1 to 5 Years in HNI Portfolio Management
- Excellent communication and interpersonal skills.
- Results-driven with a focus on meeting and exceeding targets.
- Familiarity with relevant regulatory requirements and compliance standards.
For more information – Kindly Contact Us:
Jaydip P | HR Team
Phone/WhatsApp: +91 92659 00684
Job tags
Salary
