First Wealth Relationship Manager

Role/Job Title: Relationship Manager-First Wealth

Function/ Department: Branch Banking

Job Purpose:     

The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products.

Roles and Responsibilities:

Primary Responsibilities:  

• Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
• It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
• Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.
• To Enhance & Retain customer profitability by capturing larger share of Wallet.
• Ensuring compliance with branch SOP and control in sales and service.
• Deepen the relationship by cross selling Banks Products.

Secondary Responsibilities: 

• Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.
• Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.
• Collaborate with other branch departments and functions to provide products and service offerings to the customer.