Wealth Relationship Manager | Leading Bank

- Develops new and expands existing High Net worth Customer relationships for liabilities by

sourcing category - A Wealth customers

- Sources new bank customers through external individual efforts and acquisition channel

- Ensures high levels of customer service orientation and application of bank policy

- Cross sells bank products to existing set of Customers

- Informs customers of new products or product enhancements to further expand the banking

relationship

- Plans and conducts special sales initiatives and events for prospective and existing clients

- Coordinates with other group companies to provide seamless access to other product s

- Maintains complete relationship record for assigned customer accounts