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Relationship Manager - Wealth Management - Bank (10-22 yrs)

10-22 years

Relationship Manager - Wealth Management - Bank (10-22 yrs)

Dimensions HRD Consultants

posted 8d ago

Job Description

Job Description:


- This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank.

Revenue Target Achievement:

- They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income.

Roles & Responsibilities:

- Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by the Bank.

- Achieve organizational objectives of high customer satisfaction scores.

- Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks.

- Ensure regulatory compliance.

- High relationship management orientation; ability to forge effective relationships

- Strong focus on service delivery.

- Execution-oriented, i.e. driven to achieve results.


Functional Areas: Other

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What people at Dimensions HRD Consultants are saying

What Dimensions HRD Consultants employees are saying about work life

based on 21 employees
68%
82%
84%
100%
Flexible timing
Monday to Friday
No travel
Day Shift
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Dimensions HRD Consultants Benefits

Work From Home
Team Outings
Job Training
Cafeteria
Soft Skill Training
Free Transport +6 more
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