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.

• Experience10 - 15 Years
• No. of Openings3
• EducationHigher Secondary, B.Com
• RoleRelationship Manager Wealth
• Industry TypeBanking / Financial Services / Stock Broking
• Gender[ Male / Female ]
• Job CountryIndia
• Job TypeWork from Office