Relationship Leader Wealth

Skillkart

responsibilities :

- rmtl role will be responsible for managing a team of 5 to 10 financial advisors and financial partners who manage portfolios of high net-worth individuals

- will be responsible for ensuring that the team goal-sheet targets are met across all bank products. including new to bank customer acquisitions, liabilities, investments, insurance, trade forex and assets

- will be required to go on join calls and build relationships and personally interact with the top clients in the portfolio to deepen and enhance relationships

- should be able to rigorously monitor cross sell on the portfolio as well as sales process compliance across rms.

- will be responsible for recruiting rms, mentoring and training them. should build capability across rms for them to be able to independently manage and grow business

- regular review of rms to ensure that they comply with processes and meet operational guidelines. will be responsible to drive high contactability and service levels on the rm portfolio

- will need to drive all initiatives run by the central team and ensure rms work on the base to enhance customer engagement and penetration

- should be able to collaborate and work with various teams in the organization to ensure optimal support and service for rm managed customers.

• Experience

  10 - 15 Years

• No. of Openings

  3

• Education

  B.Com, 12th Pass

• Role

  Relationship Manager Wealth

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office