Recruitment Specialist at Upgrad Rekrut India
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Virtual Wealth Relationship Manager - Sales - Bank (3-10 yrs)
- Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service
- Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements.
- Fully own the book, growth and customer service KPIs for mapped portfolio
- Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements.
- Work with internal teams to drive on-ground innovation and bank's strategic initiatives.
- Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs.
- Enforce strict adherence to the bank's policies and regulatory compliance measures
- Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines
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