Relationship Manager Wealth Full Time

Job Description Wealth
Role Relationship Manager
The Relationship Manager will be responsible for nurturing client relationships through continuous
client engagements and risk profiling. The RM will be responsible for identification of potential
customers and providing them customized solutions as per their requirments which is best in class.
The position entails client management and acquisition with a key focus on expanding the Asset
under Management by every RM.
Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams
to design, collaborate with multiple stakeholders, provide tailored products aligned to customer needs
The center of all client engagements will be superior customer experience.
Job Role && Responsibilities:

a. Responsible for client acquisition and managing the overall client relationship
b. Responsible for achieving target
c. Engaging with customers to enrich the relationships and garner higher wallet share of
the client.
d. Ensure coverage of all relationships through customer engagements and risk profiling
e. Identify potential customers who can be sold tailored products to enhance product
penetration
f. Acquire new customers through converting referral leads.
g. Provide complete and comprehensive information on products, services, charges etc.
proactively to the customer and ensure best services are provided to them.
h. Having relevant experience in financial services industry.
i. Proven people, business and client relationship handling skills
j. Having a pleasing personality and effective communication skills
k. Ability to engage very large clients
l. Strong persuasion skills
m. Deal closure ability
n. Ability to understand, anticipate and react to competitive market requirements,
industry opportunities and constraints

Tagged as: sales / bd