Recruitment at Waytogo Consultants
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Relationship Manager - Wealth Management (2-10 yrs)
- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority 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 products
- Maintains complete relationship record for assigned customer accounts
