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Relationship Manager - Wealth Management (2-10 yrs)

2-10 years

Relationship Manager - Wealth Management (2-10 yrs)

Way To Go Consulting

posted 14d ago

Job Role Insights

Fixed timing

Job Description

- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers

- Sources new bank customers through external individual efforts and acquisition channel

- Ensures high levels of customer service orientation and application of bank policy

- Cross sells bank products to existing set of Customers

- Informs customers of new products or product enhancements to further expand the banking relationship

- Plans and conducts special sales initiatives and events for prospective and existing clients

- Coordinates with other group companies to provide seamless access to other products

- Maintains complete relationship record for assigned customer accounts


Functional Areas: Other

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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 26 employees
75%
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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