Relationship Leader Wealth

Key Skills

Team Handling

Job Description

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, Higher Secondary

  • 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

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