Experience required for the Job: 4 - 8 years
Annual Salary of the Job: 8.0 - 11.0 Lacs
Job Location: Mumbai (All Areas)
Job Title: Privy Relationship/Wealth Manager
Level: Senior Manager (M4)
Department: Retail Liabilities
Location: Mumbai
Interview Date : Immediate
Job Role
Expands existing High Net worth Customer relationships and develops new for liabilities.
Ensures high levels of customer service orientation and application of bank policy.
Cross sells existing bank products to 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.
Tracks customer complaints/queries and turnaround times for customer satisfaction
JOB REQUIREMENTS
Skills/Knowledge prerequisites
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
Educational Qualifications
Graduate / Postgraduate
Experience Profile
Exp 4 -6 years of experience AMFI / IRDA
Personality Traits
Customer orientation,
High energy and drive
Annual Salary of the Job: 8.0 - 11.0 Lacs
Job Location: Mumbai (All Areas)
If you are interested please forward your resume immediately to manasa@talentmoon.com
Job Title: Privy Relationship/Wealth Manager
Level: Senior Manager (M4)
Department: Retail Liabilities
Location: Mumbai
Interview Date : Immediate
Job Role
Expands existing High Net worth Customer relationships and develops new for liabilities.
Ensures high levels of customer service orientation and application of bank policy.
Cross sells existing bank products to 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.
Tracks customer complaints/queries and turnaround times for customer satisfaction
JOB REQUIREMENTS
Skills/Knowledge prerequisites
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
Educational Qualifications
Graduate / Postgraduate
Experience Profile
Exp 4 -6 years of experience AMFI / IRDA
Personality Traits
Customer orientation,
High energy and drive
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