Wealth Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He / She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships.
Key Responsibilities:
- Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships.
- Use financial acumen and investment expertise to review client personal data, align clients need through superior service thereby helping the clients reach short term and long term inv goals.
- Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling.
- Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank.
- Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- Graduates / Postgraduate from a recognized institute
- 6- 10 years in a relevant role/ BFSI sector in Wealth Relationship Management role.
- AMFI, IRDA & PMS certified
Role Proficiencies:
- Knowledge of industry, technology, marketing, and product trends.
- Knowledge of regulatory guidelines and norms.
- Good communication (both verbal and written) skill in both English and the local language.
- Ability to manage complex client situations.
- Ability to manage risk and uncertainty for self within a dynamic priority-setting workplace.
- Ability to handle pressure and meet deadlines.