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Relationship Manager Wealth Job in Waytogo @ Waytogo Consultants

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 Relationship Manager Wealth Job in Waytogo

Job Description



    - Profile involving acquiring, growing and deepening HNI Banking customer relationships through effective relationship management. 

    - Focusing on the analysis and satisfaction of HNI Customers- financial as well as investment needs and objectives. 

    - Provide the face of the Bank to the highest net worth customers of the Bank. 

    - Cross sell Asset, Trade and Forex products basis of customer needs 

    - Generate new business to achieve defined sales targets 

    - Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. 

    - Provide professional customer service to achieve a high percentage of customer satisfaction and retention. 

    - Ensure ongoing self-development. 

    - Manage the portfolio to de-risk against attrition and achieve stability of book. 

    - Manage the key performance indicators at the highest level. 

    - Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places 

    - Generate new business to achieve defined sales targets 

    - Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. 

    - Provide professional customer service to achieve a high percentage of customer satisfaction and retention. 

    - Ensure ongoing self-development. 

    - Manage the portfolio to de-risk against attrition and achieve stability of book. 

    - Manage the key performance indicators at the highest level. 

Employement Category:

Employement Type: Full time
Industry: Banking
Role Category: Investment Banking / M&A
Functional Area: Not Specified
Role/Responsibilies: Relationship Manager Wealth Job in Waytogo

Contact Details:

Company: Waytogo Consultants
Location(s): Ahmedabad

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Keyskills:   hni client handling wealth management hni acquisition investment banking

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Waytogo Consultants

WAYTOGO Consultants Pvt Ltd is an organization providing Recruitment solutions and a wide suite of specialist services to our clients- from executive search, selection and specialist staffing to training, consulting and outsourcing in Banking, Insurance, other financial Services, Telecom and Manufac...

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