Relationship Manager - Wealth Product - Bank (1-12 yrs)
Relationship Manager in Wealth Product
Relationship Management :
- Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identify 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, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential Relationships
- Increase CASA balance in allocated portfolio either through deepening or Acquisition
- Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank.
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