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RM - Wealth Manager - Delhi

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Relationship Manager-Wealth [RM-Wealth]Location DelhiJob Role and ResponsibilitiesTo ensure more wallet share to the customers to avoid devaluation of securitiesTo 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 customersEnsuring products the customers according to their requirementsDeliverablesMaintain and deepen the relationships with the customersCross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirementsEnsure compliance as per the bank requirementsMaintain regular contact with clients Skills and CompetenciesAbility to analyze dataAbility to use tools related to wealth products (such as- funds and investments, insurance and risk protection etc)Maintaining external network i.e. to maintain contact with the customersAttitude to service clients by providing them smooth and superior service deliveryEducational QualificationsUG - Any Graduate - Any SpecializationPG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization
Degree: M.Com. (Commerce) | M.Pharm. (Pharmacy) | M.Sc. (Science) | MA (Arts) | MBA/ PGDM | MCA/ PGDCA

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 1-6


Corporate Sales | Real Estate Sales | Relationship/Account Servicing
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