Job Description
Relationship Management :
- Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers
- Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment
- Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
- Generating Incremental Business
- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
- Proactively sells the full range of consumer and commercial product to current and potential Relationships
- Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio
- Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank
- Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers
- Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment
- Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
- Generating Incremental Business
- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
- Proactively sells the full range of consumer and commercial product to current and potential Relationships
- Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio
- Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Relationship Manager | Bank position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
