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.
ROLES & RESPONSIBILITIES:
WEALTH RM :
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.
PERSONAL BANKER :
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
Monitoring all Dummy accounts
Generate business, cross sell and monitor cross sales of Personal Bankers