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Leading bank
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Wealth Relationship Manager

Wealth Relationship Manager

Leading bank

3 - 7 years

0 Lacs

udaipur rajasthan

Posted:1 day ago| Platform: Shine logo

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Skills Required

relationship management cross selling wealth management customer service

Work Mode

On-site

Job Type

Full Time

Job Description

You will be working as a Pioneer RM for a Banking Company in the Udaipur / Jaipur region. In this role, you will report to the Area Manager and be part of the Middle/ Senior Management team. Your main responsibility will be in Relationship Management, where you will focus on acquiring, growing, and deepening relationships with High Net Worth Individuals (HNI) through effective management. Your primary goal will be to analyze and satisfy the financial, banking, investment, and business needs of HNI customers. As the face of the Bank to high net worth customers, you will be required to cross-sell wealth and liability products to premium asset clients of the bank. Your role will involve generating new business to meet defined sales targets, building and strengthening relationships with existing Wealth Customers, and increasing share of wallet and revenues. Providing professional customer service will be crucial to achieving a high percentage of customer wallet share and satisfaction, leading to client retention and growth. Continuous self-development is essential in this role. Your duties will also include managing the portfolio to de-risk against attrition and achieve stability of the book. This role requires a proactive approach to ensure the success of the Bank's relationship with its HNI customers.,

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udaipur, rajasthan

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Salary: Not disclosed

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Wealth Relationship Manager