Wealth Relationship Manager

Experience : Relationship Management experience in Banks, NBFC, Brokerage houses

Experience 3 yrs +

Key Skills : Good interpersonal and communication skills English && Vernacular
Good Presentation skills && networking skills ability to start relationships and
build rapport
Sound knowledge of Banking Products
Good analytical skills, ability to understand client needs and sell range of pdts
Process Orientations self-discipline to adhere to laid down processes
Have High integrity and professional values
Have passion for selling and entrepreneurial orientation

Key Roles : Achieve personal and business unit goals by implementing a variety of
Relationship deepening technique and new business acquisition activities
Acquiring and managing Resident and NRI clients
Collaboration with product specialists to ensure engagement of clients with

superior and tailored Banking && Wealth management solutions

Work in close coordination with Service Delivery Ambassadors to deliver superior
service to clients
Cross-sell Trade && Fx, Wealth, Insurance products to clients
Portfolio allocations, reviews && financial check-ups for each client according at
defined frequency
Ensuring 360 client engagement Total Client Ownership
Ensuring adherence to Compliance processes and guidelines

interested one please share your resume on receruiter4.spbcgroup@gmail.com