Wealth RM/ Personal Banker - Leading Bank

Quotient Consultancy
  • Mumbai, Pune
  • Confidential
  • 3-8 years
  • 02 Sep 2015

  • Sales/ Business Development/ Account Management, Operations

  • Banking - Retail
Job Description

A leading bank requires Wealth Relationship Managers & Personal Bankers for across Mumbai & Rest of Maharashtra.

P.S : Candidates must have 2+ yrs work exp. working in banks.



Managing the High Net Worth customers of the Bank
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
Profiling Customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the High Net Worth customers
Providing financial planning & Investment Advise
Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
One point contact for all requirements of High Net Worth customers in the Branch
Acquisition & Servicing of High Net Worth customers.


Supervise & Monitor Personal Banker and contract staff in terms of productivity & other issues

Customer service to ensure walk in customers issues along with resolution of customer queries/complaints

Incumbent would be responsible for branch merchandising

Review daily accounts opened, report and update Signature Specimen cards with account number

Lobby Management

Monitoring all Dummy accounts

Generate business, cross sell and monitor cross sales of Personal Bankers

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Quotient Consultancy