Relationship Manager - Wealth

Provide financial solutions to the HNI customers while maintaining high service

standards

Maintain complete customer profile including the risk profile, demographics and

assets in the bank

Enrich relationships and garner higher wallet share through customer

engagement activities

Deepen the existing relationships by cross selling the Bank's products and

services/ third party investment products

Identify potential customers who can be sold tailored products to enhance

product penetration

Acquire new customers by converting referral leads

Achieve targets as assigned by the organization on a monthly basis

Record and track all engagement activities through the CRM system

Comply with KYC/SEBI rules, regulations, and legislation governing the Bank