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58 Way To Go Consulting Jobs

Private Banking Relationship Manager

8-13 years

₹ 14 - 24L/yr

Mumbai, Navi Mumbai, Mumbai

1 vacancy

Private Banking Relationship Manager

Way To Go Consulting

posted 23hr ago

Job Description

  • Handle the HNI Sales / Wealth Management / Private Banking segment
  • Sound understanding of financial planning and wealth management products in India
  • In-depth knowledge of local market and competition
  • Achieving client retention by supporting Relationship Managers (RMs) in providing stellar service to high net-worth clients and following up promptly on client calls or queries.
  • Establish, manage and grow the TRV of the elite Client segment by acquiring and nurturing the clients having AUM => INR 10 M
  • Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients
  • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement
  • Resolve customer queries and complaints within the agreed TAT as per the customer service policy
  • Promptly recognizing and appropriately escalating issues to Management. Manage meetings and travel arrangements of RMs.



Employment Type: Full Time, Permanent

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What people at Way To Go Consulting are saying

What Way To Go Consulting employees are saying about work life

based on 29 employees
71%
90%
100%
100%
Strict timing
Monday to Saturday
No travel
Day Shift
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Way To Go Consulting Benefits

Job Training
Team Outings
Work From Home
Soft Skill Training
Free Food
Education Assistance +6 more
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