Senior Consultant at Way to go consultants pvt.Ltd.
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NRI Relationship Manager - Wealth Management/Sales - Bank (3-12 yrs)
- To ensure more wallet share to the customers to avoid devaluation of securities
- To do the entire primary banking from approaching a customer to filling AOF i.e., Account Opening Form and vice versa (Primary bankers have 200 clients)
- Managing relationship to improve relationship value of existing customers
- Ensuring products, the customers according to their requirements
Deliverables :
- Maintain and deepen the relationships with the customers
- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
- Ensure compliance as per the bank requirements
- Maintain regular contact with clients
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