Experience Relationship Management experience in Banks NBFC Brokerage houses Experience 3 yrs Key Skills Valuable interpersonal and communication skills English Vernacular Good Presentation skills networking skills ability to start relationships and build rapport Sound knowledge of Banking Products Good analytical skills ability to understand client needs and sell range of pdts Process Orientations selfdiscipline to adhere to laid down processes Have High integrity and professional values Have passion for selling and entrepreneurial orientation Key Roles Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing Resident and NRI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Crosssell Trade Fx Wealth Insurance products to clients Portfolio allocations reviews financial checkups for each client according at defined frequency Ensuring 360 client engagement Total Client Ownership Ensuring adherence to Compliance processes and guidelines interested one please share your resume on hidden email

📌 Wealth Relationship Manager (Bengaluru)
🏢 Synergy Plus Business Consulting Group Hiring For for a pvt leading bank
📍 Bengaluru