Key Responsibilities
Manage and strengthen relationships with existing customers and high-value clients.
Acquire recent-to-bank (NTB) customers and develop a robust customer portfolio.
Drive business through CASA, term deposits, mutual funds, insurance, and other third-party products.
Identify customer needs and provide suitable banking and investment solutions.
Achieve assigned targets for revenue generation, portfolio growth, and customer acquisition.
Ensure customer satisfaction through regular engagement and effective service delivery.
Maintain compliance with bank policies, KYC norms, and regulatory guidelines.
Identify cross-selling and upselling opportunities to increase customer wallet share.

Candidate Requirements
Experience in Relationship Management, Retail Banking, Wealth Management, or CASA Sales.
Robust knowledge of banking products,



financial services, and customer relationship management.
Experience in client acquisition, portfolio management, and cross-selling.
Excellent communication, negotiation, and interpersonal skills.
Ability to achieve business targets and build long-term customer relationships.

Preferred Candidate Profile
Candidates from private sector banks and financial services organizations.
Experience in handling premium, affluent, or retail banking customers will be an advantage.
Candidates with a strong sales track record and customer-handling skills are preferred.

Interested candidates can apply with their updated CV.

📌 Wealth Relationship Manager Leading Bank Vadodara
🏢 V-Konnect
📍 Vadodara