Wealth Relationship Manager - Bank - Mumbai
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Relationship Management
• Manages the banking and investments relationship and is responsible for overall growth of Liabilities Investment business from branch/retail customers
• Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment
• Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
• Generating Incremental Business
• Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
• Proactively sells the full range of consumer and commercial product to current and potential Relationships
• Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio
• Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank
This job is provided by Shine.com
• Manages the banking and investments relationship and is responsible for overall growth of Liabilities Investment business from branch/retail customers
• Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment
• Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
• Generating Incremental Business
• Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
• Proactively sells the full range of consumer and commercial product to current and potential Relationships
• Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio
• Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank
This job is provided by Shine.com
0 page views
Related listings
-
IP Repatriation CIB CTO Ask for 2017 for Pune.BankJob Title- Production Engineer Support Location- Pune Role Description You will be operating within Corporate Bank Production domain or in Corporate Banking subdivisions, as a Production Support Engineer. In this role, you will be accountable to driv...2026/11/10
-
Sales Client Reference Data Dashboard & AutomationBankYou are a strategic thinker passionate about driving solutions in Sales Client Reference Data Dashboard & Automation. You have found the right team. As the Sales Client Reference Data Dashboard & Automation in our Corporate Investment Banking...2026/11/10
-
Assistant Vice President - Operational Risk Management - Wholesale BankingBank• Assist 2nd Line Management in Improving / Monitoring Non-Financial Risk Management including Operational Risk Management, IS Risk, Product Risk Management and Business Continuity. This also includes Senior Stakeholder Management, Committee Reportin...2026/11/10