Wealth Relationship Manager
Published date: 2024/01/10
- Location: New Delhi, Delhi, India
Responsibilities
• A Priority Banking Relationship Manager is primarily responsible for providing financial
• solutions to the Priority customers and ensuring value added services.
• Responsible for increasing liabilities size of relationship via balances in accounts of
• existing customers and enhancing customer profitability by capturing larger share of
• wallet.
• Responsible for deepening the existing relationships by cross selling of Bank's products
• and Services/ third party investment products.
• Increasing customer engagement through other non-investment products like Forex,
• Remittances, Loans, etc. to the new and existing customers.
• Ensuring that the customers are sufficiently educated/ leveraged on the best
• financial solutions.
Contact: nikhat,parvin@wtgconsultants.inor 8420070722 Please contact me for for further details
• A Priority Banking Relationship Manager is primarily responsible for providing financial
• solutions to the Priority customers and ensuring value added services.
• Responsible for increasing liabilities size of relationship via balances in accounts of
• existing customers and enhancing customer profitability by capturing larger share of
• wallet.
• Responsible for deepening the existing relationships by cross selling of Bank's products
• and Services/ third party investment products.
• Increasing customer engagement through other non-investment products like Forex,
• Remittances, Loans, etc. to the new and existing customers.
• Ensuring that the customers are sufficiently educated/ leveraged on the best
• financial solutions.
Contact: nikhat,parvin@wtgconsultants.inor 8420070722 Please contact me for for further details
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